September 22, 2025
RA Jainee
Motilal Oswal Business Cycle Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 13.3224
NAV IDCW: Rs 13.3216
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Fund Manager:
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
2) Atul Mehra
Education: Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
3) Niket Shah
Education: Mr. Shah is a MBA in Finance
Experience: Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst – Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst – Midcaps from June 2008 to March 2010.
4) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Motilal Oswal Business Cycle Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 27-Aug-24 |
| Return Since Launch | 30.98% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,976 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.62% |
| (As on 31-Aug-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 208.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Business Cycle Dir | 2.32 | -0.95 | 5.11 | 9.63 | 15.9 | 19.63 | — | — | — | — |
| BSE 500 TRI | 5.82 | -0.14 | 1.91 | 3.73 | 13.14 | -0.83 | — | — | — | — |
Peer Comparison of Motilal Oswal Business Cycle Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Business Cycle Dir | Unrated | 19.63 | — | — | 0.62 | 1,976 | 30.98 | 1.00 (365) | 1Y | 208.00 |
| ICICI Pru India Opportunities Dir | Unrated | 2.96 | 24.77 | 32.33 | 0.63 | 29,871 | 22.90 | 1.00 (365) | 6Y 8M | 64.00 |
| ICICI Pru Business Cycle Dir | Unrated | 7.27 | 24.38 | — | 0.74 | 13,643 | 23.25 | 1.00 (30) | 4Y 8M | 33.00 |
| HDFC Manufacturing Dir | Unrated | 2.81 | — | — | 0.77 | 11,537 | 10.70 | 1.00 (30) | 1Y 4M | 37.09 |
| Franklin India Opportunities Dir | Unrated | 3.71 | 30.84 | 30.04 | 0.52 | 7,509 | 18.49 | 1.00 (365) | 12Y 8M | 48.44 |
Portfolio Analysis of Motilal Oswal Business Cycle Fund
| No. of Stocks | 19 |
| Top 10 Stocks | 75.18% |
| Top 5 Stocks | 45.86% |
| Top 3 Sectors | 70.41% |
| Portfolio P/B Ratio | 8.81 |
| Portfolio P/E Ratio | 69.74 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 44,213 | 1,25,093 |
| Giant (%) | 13.54 | 43.00 |
| Large (%) | 33.19 | 24.03 |
| Mid (%) | 28.29 | 27.30 |
| Small (%) | 24.98 | 9.62 |
| Tiny (%) | — | 0.82 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Business Cycle Fund
WILL POST SOON
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