Motilal Oswal Business Cycle Fund-Regular Plan-IDCW
Category: Equity: Thematic-Business-Cycle
Launch Date: 27-08-2024
AUM:
₹ 1,984.52 Cr
Expense Ratio
2.02%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01DE1
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Business Cycle Fund-Regular Plan-IDCW | 16.15 | - | - |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.0852
Last change
0.07 (0.5273%)
Fund Size (AUM)
₹ 1,984.52 Cr
Performance
20.98% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund Manager
Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Net Receivables / (Payables) | 10.96 |
| Shaily Engineering Plastics Limited | 9.87 |
| Coforge Limited | 9.02 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 8.01 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 7.88 |
| Persistent Systems Ltd | 7.29 |
| Collateralized Borrowing & Lending Obligation | 6.92 |
| ZOMATO LIMITED EQ | 5.74 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 5.2 |
| HEALTHCARE GLOBAL ENTERPRISES LTD EQ | 4.43 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 16.31 |
| Consumer Durables | 16.06 |
| Capital Goods | 13.82 |
| Chemicals | 11.14 |
| Consumer Services | 10.94 |
| Healthcare | 7.74 |
| Financial Services | 7.28 |