Motilal Oswal Business Cycle Fund-Regular Plan-IDCW
Category: Equity: Thematic-Business-Cycle
Launch Date: 27-08-2024
AUM:
₹ 1,570.51 Cr
Expense Ratio
2.13%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01DE1
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Business Cycle Fund-Regular Plan-IDCW | -9.16 | - | - |
| NIFTY 500 TRI | 1.09 | 14.13 | 13.39 |
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
10.9465
Last change
0.08 (0.7217%)
Fund Size (AUM)
₹ 1,570.51 Cr
Performance
2.34% (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
Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Persistent Systems Ltd | 9.69 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 9.05 |
| ZOMATO LIMITED EQ | 8.08 |
| Coforge Limited | 7.28 |
| HEALTHCARE GLOBAL ENTERPRISES LTD EQ | 6.49 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.36 |
| Net Receivables / (Payables) | 5.16 |
| PG Electroplast Limited | 4.8 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.5 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.03 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.68 |
| Information Technology | 16.97 |
| Healthcare | 15.32 |
| Consumer Durables | 13.85 |
| Consumer Services | 8.08 |
| Chemicals | 5.48 |
| Capital Goods | 5.09 |
| Telecommunication | 4.03 |
| Automobile and Auto Components | 1.44 |