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Mutual Funds

Motilal Oswal Business Cycle Fund

Mo

Motilal Oswal Business Cycle Fund

Thematic-Business CycleRank #14
Not Rated

NAV (2026-07-14)

12.14

AUM

₹1,464.87 Cr

Exp. Ratio: 2.43%

RISK LEVEL

Very High

Returns & Performance

1 Year-3.16%5.35% vs cat avgRank #16
3 Year----
5 Year----
Since Launch10.88%--

Fund vs Category Average

1Y
-3.16%-5.35%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
Higher expense ratio (2.43%)
1Y category rank outside top 15 (#16)
Overall rank #14 in category
ISININF247L01DD3
NAV₹12.14
NAV Date2026-07-14
AUM₹1,464.87 Cr
Expense Ratio2.43%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-12-29

INVESTMENT OBJECTIVE

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Ankit Agarwal

Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.

Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

Top Holdings

Holdings data not available for this scheme