Motilal Oswal Business Cycle Fund-Reg(G)
- Equity
- Thematic Fund
- Very High Risk
Fund Overview
- Assets Under Management (AUM)
- ₹1,494.31 Cr
- Expense Ratio
- 1.82%
- Riskometer
- Very High
- Category
- Thematic Fund
- Asset Type
- Equity
- Benchmark
- NIFTY 50 - TRI
- SIP
- Available
- Switch
- Available
- Inception Date
- 6 Aug 2024
- ISIN
- INF247L01DD3
- Scheme Code
- BCGP
- Fund Scheme ID
- 39017
Thinking of investing in mutual funds?
Discover a simpler way to begin investing with Indipe.
Performance & Returns
Calculate SIP ReturnsReturns by period
| Period | Trailing Return | Absolute Return | Annualised Return | CAGR |
|---|---|---|---|---|
| 1 Month | 1.76% | 1.76% | 23.75% | 32.99% |
| 3 Months | 14.50% | 14.50% | 63.93% | 66.13% |
| 6 Months | 19.21% | 19.21% | 34.28% | 35.01% |
| 1 Year | -0.78% | -0.78% | -1.19% | -1.69% |
| Since Inception | 12.82% | 27.61% | 13.62% | 12.31% |
Past performance is not indicative of future returns.
Portfolio
Asset Allocation
100.00%
- Domestic Equities98.11%
- Cash & Cash Equivalents and Net Assets1.89%
Top Sectors
- IT19.73%
- Bank14.08%
- Healthcare10.36%
- Retailing8.70%
- Diamond & Jewellery8.42%
- Finance6.69%
- Capital Goods5.47%
- Inds. Gases & Fuels5.24%
Holdings
Overview of fund allocations across sectors and securities
IT
Value
₹294.83 Cr
Weightage
19.73%
Bank
Value
₹210.40 Cr
Weightage
14.08%
Healthcare
Value
₹154.81 Cr
Weightage
10.36%
Retailing
Value
₹130.00 Cr
Weightage
8.70%
Diamond & Jewellery
Value
₹125.82 Cr
Weightage
8.42%
Finance
Value
₹99.97 Cr
Weightage
6.69%
Capital Goods
Value
₹81.74 Cr
Weightage
5.47%
Inds. Gases & Fuels
Value
₹78.30 Cr
Weightage
5.24%
Consumer Durables
Value
₹71.58 Cr
Weightage
4.79%
Automobile & Ancillaries
Value
₹69.93 Cr
Weightage
4.68%
Telecom
Value
₹60.07 Cr
Weightage
4.02%
Business Services
Value
₹37.06 Cr
Weightage
2.48%
Others
Value
₹28.24 Cr
Weightage
1.89%
Chemicals
Value
₹27.79 Cr
Weightage
1.86%
Construction Materials
Value
₹23.61 Cr
Weightage
1.58%
About
Fund Manager(s)
Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty
Launch Date
6 Aug 2024
Benchmark
NIFTY 50 - TRI
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.
RISKOMETER
The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.
Exit Load, Stamp Duty and Tax Implication
- Exit load
- 1% on or before 365D, Nil after 365D
- Stamp duty on investment: 0.005% (from July 1st, 2020)
- from July 1st 2020
- Tax implication
- --
Loading related funds
