
Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth
as on 30 Oct 2026
Motilal Oswal Business Cycle Fund Direct Growth is a Equity mutual fund scheme launched on 27 Aug 2024. The current NAV stands at ₹12.0939 as of 30 Oct 2026. From the funds total AUM, its top holdings include Coforge at 9.04%, Persistent Systems at 8.73%, Eternal at 8.70%, Kalyan Jewellers at 8.42%, Ellenbarrie Industrial Gases at 5.24%
Scheme Overview
- Inception Date : 27 Aug 2024
- AUM : ₹1,448.77 Cr
- 1Y Returns (CAGR) : -9.63%
- Expense Ratio : 1.40%
- Min. SIP : ₹500
- Min. Lumpsum : ₹500
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 5.70 L
-9.63%
Total Investment
₹ 6,00,000
Returns
₹ -30,395 (-9.63%)
Maturity Value
₹ 5,69,605
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 1,448.77 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹1,448.77 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Technology | 26.62% | ||
| Financial Services | 22.74% | ||
| Consumer Cyclical | 19.45% | ||
| Healthcare | 10.36% | ||
| Industrials | 7.82% | ||
| Basic Materials | 7.10% | ||
| Communication Services | 4.02% | ||
| Other | 1.89% |
Stock Holdings
as of 31 May 2026
| Name | Allocation | Weightage |
|---|---|---|
![]() C Coforge | 9.04% | |
![]() P Persistent Systems | 8.73% | |
![]() E Eternal | 8.70% | |
![]() K Kalyan Jewellers | 8.42% | |
![]() E Ellenbarrie Industrial Gases | 5.24% | |
![]() P PG Electroplast | 4.79% | |
![]() H HDFC Bank | 4.45% | |
![]() H Healthcare Global Enterprises | 4.13% | |
![]() B Bharti Airtel | 4.02% | |
![]() C CG Power & Industrial Solutions | 3.82% | |
![]() I Indusind Bank | 3.24% | |
![]() A Apollo Hospitals | 3.13% | |
![]() D Dr Reddys Laboratories | 3.10% | |
![]() B BSE | 2.81% | |
![]() A AU Small Finance Bank | 2.74% | |
![]() M Muthoot Finance | 2.50% | |
![]() U Urban Company | 2.48% | |
![]() A Ashok Leyland | 2.35% | |
![]() U UNO Minda | 2.33% | |
![]() R RBL Bank | 2.15% | |
![]() G Groww | 1.97% | |
![]() N Net Receivables / (Payables) | 1.89% | |
![]() T Thirumalai Chemicals | 1.86% | |
![]() A ABB | 1.65% | |
![]() E Emmvee Photovoltaic Power | 1.58% | |
![]() K Kotak Bank | 1.50% | |
![]() S Shriram Finance | 1.39% | |
![]() I ICICI Bank | 0.00% | |
![]() N Neuland Laboratories | 0.00% |
Fund Comparison
Fund Details
52W High NAV
-
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 500.00
AUM (in Cr.)
₹ 1,448.77
Expense Ratio
1.40%
Lock-in Period
No Lock in Period
52W Low NAV
-
Inception Date
27 Aug 2024
Fund Age
2 Yrs
Benchmark
Nifty 500 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 1%, if redeemed within 365 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Swapnil Mayekar | M.Com from Mumbai University and Advanced Diploma in Business Administration from Welingkar, Mumbai |
| Varun Sharma | Post Graduate Diploma in Management from IIM - Calcutta,Bachelor in Business Studies from shaheed Sukhdev College of Business Studies, University Of Delhi |
| Ankit Agarwal | PGDM, Indian Institute of Management (IIM) Bangalore, B. Tech National Institute of Technology, Trichy |
| Rakesh Shetty | Bachelors of Commerce |
| Atul Mehra | CFA Charterholder, CFA Institute, Charlottesville, Virginia, USA Masters in commerce; Mumbai University Bachelor's in commerce, Mumbai University, HR College of Commerce and Economics |
Fund Objective
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.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Motilal Oswal Mutual Fund
No. of Schemes
53
Total AUM
₹ 1,30,714.96 Cr
Contact Details
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Contact Details
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
FAQs
When was Motilal Oswal Business Cycle Fund launched?
What is the current NAV of Motilal Oswal Business Cycle Fund?
What is the AUM of Motilal Oswal Business Cycle Fund?
What is the rate of return of Motilal Oswal Business Cycle Fund?
- In the past 1Y: -9.63%
- In the past 3Y: 0.00%
- In the past 5Y: 0.00%
What is the expense ratio of Motilal Oswal Business Cycle Fund?
What is exit load of Motilal Oswal Business Cycle Fund?
What is the portfolio of Motilal Oswal Business Cycle Fund?
- Coforge: 9.04%
- Persistent Systems: 8.73%
- Eternal: 8.70%
- Kalyan Jewellers: 8.42%
- Ellenbarrie Industrial Gases: 5.24%
Top 3 sectoral holdings include:
- Technology: 26.62%
- Financial Services: 22.74%
- Consumer Cyclical: 19.45%
How risky is investing in Motilal Oswal Business Cycle Fund?
Who is the fund manager Motilal Oswal Business Cycle Fund?
What is the minimum investment required in Motilal Oswal Business Cycle Fund?
How to invest in Motilal Oswal Business Cycle Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

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