Motilal Oswal Business Cycle Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 2.38%
Fund NAV

Fund Overview of Motilal Oswal Business Cycle Fund Direct-growth

  • ₹1,949.7 Cr
    AUM
  • ₹13.45
    NAV
  • 0.62%
    Expense Ratio
As on Wed Nov 19, 2025

Returns of Motilal Oswal Business Cycle Fund Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 2.38% NA NA
6 Months 22.03% NA NA
1 Year 13.04% 13.04% NA
As on Wed Nov 19, 2025

Asset Allocation

equities

83.52%

other assets or cash equivalents

16.47%
Large Cap: 12.76%
Mid Cap: 47.79%
Small Cap: 39.45%
Other: 0.00%
Top Holdings
Reverse Repo/cblo
12.81%
Reverse Repo/cblo
12.81%
Net Receivables
10.96%
Shaily Engineering Plastics Ltd
9.52%
Shaily Engineering Plastics Ltd
9.52%
 
Top Sectors
Technology
87.73%
Consumer Discretionary
82.23%
Materials
78.48%
Unspecified
60.90%
Industrials
38.73%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
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About Fund

About Motilal Oswal Business Cycle Fund Direct-growth

Launched on 27 Aug 2024, the fund aims Capital appreciation over long term. Investing predominantly in equities and equity related instruments selected on the basis of business cycle. It manages assets worth ₹1,949.7 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.62%.
The portfolio allocation consists of 83.52% in equities, 16.47% in other assets or cash equivalents. Managed by Sunil Sawant, it has delivered a return of 13.04% in the last year, a total return since inception of 27.57%.

Read more
  • Ajay Khandelwal

    Fund Manager

  • Mr. Khandelwal is MBA & Bachelor of Engineering.

    Manager Education

  • Niket Shah

    Fund Manager

  • Mr. Shah is a MBA in Finance

    Manager Education

  • Atul Mehra

    Fund Manager

  • Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Sunil Sawant

    Fund Manager

  • Mr. Sawant has done M.Com

    Manager Education

Fund Details

Fund Names Motilal Oswal Business Cycle Fund Direct-growth
Inception Date 27 Aug 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
More Details

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Business Cycle Fund Regular-growth increase ₹1,950 1.50% 5.75% 9.21% 13.60% -
Motilal Oswal Business Cycle Fund Direct-idcw increase ₹1,950 1.62% 6.12% 9.99% 15.31% -
Motilal Oswal Business Cycle Fund Regular-idcw increase ₹1,950 1.50% 5.75% 9.21% 13.60% -
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund - Growth trend ₹13,479 ₹25.71 22.61% - -
ICICI Prudential Business Cycle Fund Direct - Growth trend ₹13,479 ₹27.24 23.88% - -
Tata Business Cycle Fund Direct - Growth trend ₹2,898 ₹20.44 19.46% - -
Tata Business Cycle Fund Regular - Growth trend ₹2,898 ₹19.08 17.62% - -
Aditya Birla Sun Life Business Cycle Fund Direct-growth trend ₹1,759 ₹16.36 14.90% - -
Aditya Birla Sun Life Business Cycle Fund Regular-growth trend ₹1,759 ₹15.53 13.56% - -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Reverse Repo/cbloUnspecified12.81%₹275.61 Cr
Reverse Repo/cbloUnspecified12.81%₹275.61 Cr
Net ReceivablesUnspecified10.96%₹217.55 Cr
Shaily Engineering Plastics LtdMaterials9.52%₹204.71 Cr
Shaily Engineering Plastics LtdMaterials9.52%₹204.71 Cr
Coforge LtdTechnology10.09%₹196.67 Cr
Net ReceivablesUnspecified10.08%₹196.49 Cr
Shaily Engineering Plastics LtdMaterials9.87%₹195.92 Cr
Coforge LtdTechnology9.02%₹178.99 Cr
Kalyan Jewellers India LtdConsumer Discretionary9.15%₹178.41 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.29%₹178.39 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.29%₹178.39 Cr
Dixon Technologies (india) LtdConsumer Discretionary8.64%₹168.41 Cr
Ellenbarrie Industrial Gases LtdMaterials8.55%₹166.80 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.01%₹159.01 Cr
Zomato LtdTechnology7.39%₹158.88 Cr
Zomato LtdTechnology7.39%₹158.88 Cr
Shaily Engineering Plastics LtdMaterials8.14%₹158.63 Cr
Dixon Technologies (india) LtdConsumer Discretionary7.88%₹156.45 Cr
Coforge LtdTechnology7.23%₹155.52 Cr
Coforge LtdTechnology7.23%₹155.52 Cr
Persistent Systems LtdTechnology7.94%₹154.82 Cr
Persistent Systems LtdTechnology6.88%₹147.92 Cr
Persistent Systems LtdTechnology6.88%₹147.92 Cr
Persistent Systems LtdTechnology7.29%₹144.68 Cr
Dixon Technologies (india) LtdConsumer Discretionary6.71%₹144.30 Cr
Dixon Technologies (india) LtdConsumer Discretionary6.71%₹144.30 Cr
Ellenbarrie Industrial Gases LtdMaterials6.92%₹137.39 Cr
Others CbloUnspecified6.92%₹137.23 Cr
Ellenbarrie Industrial Gases LtdMaterials6.34%₹136.30 Cr
Ellenbarrie Industrial Gases LtdMaterials6.34%₹136.30 Cr
Healthcare Global Enterprises LtdHealthcare6.08%₹130.75 Cr
Healthcare Global Enterprises LtdHealthcare6.08%₹130.75 Cr
Trent LtdConsumer Discretionary6.43%₹125.45 Cr
Zomato LtdTechnology5.74%₹113.93 Cr
Trent LtdConsumer Discretionary5.20%₹103.23 Cr
Polycab India LtdIndustrials5.25%₹102.32 Cr
Cg Power & Industrial Solutions LtdIndustrials5.19%₹101.16 Cr
Healthcare Global Enterprises LtdHealthcare4.43%₹87.94 Cr
One 97 Communications LtdIndustrials4.19%₹81.70 Cr
Net ReceivablesUnspecified3.66%₹78.82 Cr
Net ReceivablesUnspecified3.66%₹78.82 Cr
One 97 Communications LtdIndustrials3.96%₹78.67 Cr
Polycab India LtdIndustrials3.95%₹78.42 Cr
Healthcare Global Enterprises LtdHealthcare4.02%₹78.41 Cr
Pg Electroplast LtdIndustrials3.86%₹75.26 Cr
Neuland Laboratories LtdHealthcare3.45%₹74.13 Cr
Neuland Laboratories LtdHealthcare3.45%₹74.13 Cr
Trent LtdConsumer Discretionary3.27%₹70.41 Cr
Trent LtdConsumer Discretionary3.27%₹70.41 Cr
Polycab India LtdIndustrials3.14%₹67.48 Cr
Polycab India LtdIndustrials3.14%₹67.48 Cr
Neuland Laboratories LtdHealthcare3.31%₹65.72 Cr
One 97 Communications LtdIndustrials3.03%₹65.16 Cr
One 97 Communications LtdIndustrials3.03%₹65.16 Cr
Jain Resource Recycling Ltd.2.69%₹57.91 Cr
Jain Resource Recycling Ltd.2.69%₹57.91 Cr
Bajaj Holdings & Investment LtdFinancial2.86%₹55.85 Cr
Supreme Petrochem LtdMaterials2.72%₹53.07 Cr
Kaynes Technology India LtdTechnology2.34%₹50.28 Cr
Kaynes Technology India LtdTechnology2.34%₹50.28 Cr
Bse LtdFinancial2.30%₹49.58 Cr
Bse LtdFinancial2.30%₹49.58 Cr
Supreme Petrochem LtdMaterials2.40%₹47.59 Cr
Bajaj Holdings & Investment LtdFinancial2.07%₹40.98 Cr
Thirumalai Chemicals LtdMaterials1.71%₹36.81 Cr
Thirumalai Chemicals LtdMaterials1.71%₹36.81 Cr
Sai Life Sciences Ltd.Healthcare1.71%₹36.73 Cr
Sai Life Sciences Ltd.Healthcare1.71%₹36.73 Cr
Thirumalai Chemicals LtdMaterials1.82%₹36.13 Cr
Supreme Petrochem LtdMaterials1.47%₹31.52 Cr
Supreme Petrochem LtdMaterials1.47%₹31.52 Cr
Onesource Specialty Pharma LtdHealthcare1.51%₹29.47 Cr
Sky Gold LtdConsumer Discretionary1.31%₹25.48 Cr
Poonawalla Fincorp LtdFinancial1.25%₹24.88 Cr
Sky Gold LtdConsumer Discretionary0.17%₹3.33 Cr
V2 Retail LtdConsumer Discretionary0.07%₹1.33 Cr
Zomato LtdTechnology0.00%₹0.02 Cr
Trent Ltd-oct2025Consumer Discretionary-1.18%₹-23.48 Cr
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Frequently Asked Questions

Motilal Oswal Business Cycle Fund Direct-growth

What is the current AUM of Motilal Oswal Business Cycle Fund Direct-growth?

As of Thu Jul 31, 2025, Motilal Oswal Business Cycle Fund Direct-growth manages assets worth ₹1,949.7 crore

How has Motilal Oswal Business Cycle Fund Direct-growth performed recently?

  • 3 Months: 2.38%
  • 6 Months: 22.03%

What is the long-term performance of Motilal Oswal Business Cycle Fund Direct-growth?

  • Since Inception: 27.57%

What is the portfolio composition of Motilal Oswal Business Cycle Fund Direct-growth?

Equity: 83.52%, Others: 16.47%.

Who manages Motilal Oswal Business Cycle Fund Direct-growth?

Motilal Oswal Business Cycle Fund Direct-growth is managed by Sunil Sawant from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal Business Cycle Fund Direct-growth?

Large Cap: 12.76%, Mid Cap: 47.79%, Small Cap: 39.45%.

Which are the top companies Motilal Oswal Business Cycle Fund Direct-growth has invested in?

  • Reverse Repo/CBLO – 12.81% of the fund's portfolio
  • Reverse Repo/CBLO – 12.81% of the fund's portfolio
  • Net Receivables – 10.96% of the fund's portfolio
  • Shaily Engineering Plastics Ltd – 9.52% of the fund's portfolio
  • Shaily Engineering Plastics Ltd – 9.52% of the fund's portfolio

Which are the major sectors Motilal Oswal Business Cycle Fund Direct-growth focuses on?

  • Technology – 87.73% of the fund's portfolio
  • Consumer Discretionary – 82.23% of the fund's portfolio
  • Materials – 78.48% of the fund's portfolio
  • Unspecified – 60.90% of the fund's portfolio
  • Industrials – 38.73% of the fund's portfolio
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