Motilal Oswal Business Cycle Fund Direct-idcw

  • 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-idcw

  • ₹1,949.7 Cr
    AUM
  • ₹10.82
    NAV
  • 0.62%
    Expense Ratio
As on Tue Mar 10, 2026
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Returns of Motilal Oswal Business Cycle Fund Direct-idcw

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 Tue Mar 10, 2026

Asset Allocation

equities

93.93%

other assets or cash equivalents

6.07%
Large Cap: 36.72%
Mid Cap: 34.13%
Small Cap: 29.15%
Other: 0.00%
Top Holdings
Reverse Repo/cblo
12.81%
Reverse Repo/cblo
12.81%
Shaily Engineering Plastics Ltd
10.51%
Net Receivables
10.96%
Persistent Systems Ltd
10.09%
 
Top Sectors
Technology
214.14%
Materials
141.88%
Consumer Discretionary
117.84%
Unspecified
104.46%
Financial
74.29%
Detailed Portfolio Analysis
As on Tue Mar 10, 2026
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About Fund

About Motilal Oswal Business Cycle Fund Direct-idcw

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 93.93% in equities, 6.07% 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%.
Identifying an appropriate best sip plays a vital part in financial planning.

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  • 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-idcw
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

Start An Sip Today Watch Your Money Grow Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Business Cycle Fund Direct - Growth trend ₹13,479 -6.44% -5.54% 14.33% 21.79% 18.53%
ICICI Prudential Business Cycle Fund - Growth trend ₹13,479 -6.49% -5.72% 13.25% 20.57% 17.15%
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Business Cycle Fund Direct-growth increase ₹1,950 -11.85% -15.43% -17.92% -2.62% -
Motilal Oswal Business Cycle Fund Regular-growth increase ₹1,950 -11.90% -15.64% -18.39% -3.90% -
Motilal Oswal Business Cycle Fund Regular-idcw increase ₹1,950 -11.90% -15.64% -18.39% -3.90% -
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 ₹24.06 20.57% 17.15% -
ICICI Prudential Business Cycle Fund Direct - Growth trend ₹13,479 ₹25.56 21.79% 18.53% -
Tata Business Cycle Fund Direct - Growth trend ₹2,898 ₹19.05 17.63% - -
Tata Business Cycle Fund Regular - Growth trend ₹2,898 ₹17.71 15.86% - -
Aditya Birla Sun Life Business Cycle Fund Direct-growth trend ₹1,759 ₹15.28 13.93% - -
Aditya Birla Sun Life Business Cycle Fund Regular-growth trend ₹1,759 ₹14.46 12.66% - -
View More
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow Start Small & Build Your Wealth For A Brighter Tomorrow

Detailed Portfolio

Stocks Sector % of Holding Value
Reverse Repo/cbloUnspecified12.81%₹275.61 Cr
Reverse Repo/cbloUnspecified12.81%₹275.61 Cr
Shaily Engineering Plastics LtdMaterials10.51%₹234.09 Cr
Net ReceivablesUnspecified10.96%₹217.55 Cr
Persistent Systems LtdTechnology10.09%₹213.25 Cr
Shaily Engineering Plastics LtdMaterials9.52%₹204.71 Cr
Shaily Engineering Plastics LtdMaterials9.52%₹204.71 Cr
Bharti Airtel LtdTechnology9.46%₹200.03 Cr
Shaily Engineering Plastics LtdMaterials9.36%₹197.89 Cr
Coforge LtdTechnology10.09%₹196.67 Cr
Net ReceivablesUnspecified10.08%₹196.49 Cr
Shaily Engineering Plastics LtdMaterials9.87%₹195.92 Cr
Zomato LtdTechnology8.76%₹195.07 Cr
Bharti Airtel LtdTechnology8.57%₹190.83 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
Reverse Repo/cbloUnspecified7.98%₹177.80 Cr
Others CbloUnspecified8.32%₹175.80 Cr
Persistent Systems LtdTechnology7.85%₹174.71 Cr
Persistent Systems LtdTechnology9.33%₹174.41 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.04%₹169.84 Cr
Coforge LtdTechnology7.61%₹169.39 Cr
Dixon Technologies (india) LtdConsumer Discretionary8.64%₹168.41 Cr
Shaily Engineering Plastics LtdMaterials8.96%₹167.45 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
Coforge LtdTechnology7.48%₹157.99 Cr
Coforge LtdTechnology8.41%₹157.11 Cr
Kalyan Jewellers India LtdConsumer Discretionary7.03%₹156.62 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
Net ReceivablesUnspecified6.86%₹152.78 Cr
Bharti Airtel LtdTechnology7.98%₹149.20 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
Hdfc Bank LtdFinancial7.70%₹143.86 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.57%₹143.54 Cr
Net ReceivablesUnspecified6.50%₹137.40 Cr
Ellenbarrie Industrial Gases LtdMaterials6.92%₹137.39 Cr
Others CbloUnspecified6.92%₹137.23 Cr
Zomato LtdTechnology7.32%₹136.80 Cr
Persistent Systems LtdTechnology8.17%₹136.78 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
Zomato LtdTechnology6.17%₹130.31 Cr
Shaily Engineering Plastics LtdMaterials7.77%₹130.07 Cr
Healthcare Global Enterprises LtdHealthcare5.74%₹127.81 Cr
Kalyan Jewellers India LtdConsumer Discretionary6.77%₹126.58 Cr
Trent LtdConsumer Discretionary6.43%₹125.45 Cr
Zomato LtdTechnology7.36%₹123.15 Cr
Ellenbarrie Industrial Gases LtdMaterials5.23%₹116.40 Cr
Healthcare Global Enterprises LtdHealthcare5.48%₹115.85 Cr
Zomato LtdTechnology5.74%₹113.93 Cr
Coforge LtdTechnology6.73%₹112.65 Cr
Reverse Repo/cbloUnspecified5.99%₹111.93 Cr
Healthcare Global Enterprises LtdHealthcare5.54%₹103.61 Cr
Trent LtdConsumer Discretionary5.20%₹103.23 Cr
Hdfc Bank LtdFinancial6.15%₹102.93 Cr
Polycab India LtdIndustrials5.25%₹102.32 Cr
Ellenbarrie Industrial Gases LtdMaterials4.83%₹102.04 Cr
Icici Bank LtdFinancial5.44%₹101.63 Cr
Cg Power & Industrial Solutions LtdIndustrials5.19%₹101.16 Cr
Healthcare Global Enterprises LtdHealthcare5.90%₹98.72 Cr
Muthoot Finance LtdFinancial4.51%₹95.29 Cr
Muthoot Finance LtdFinancial4.20%₹93.61 Cr
Pg Electroplast LtdIndustrials5.57%₹93.20 Cr
Icici Bank LtdFinancial5.32%₹89.13 Cr
Healthcare Global Enterprises LtdHealthcare4.43%₹87.94 Cr
Dixon Technologies (india) LtdConsumer Discretionary3.92%₹87.30 Cr
Pg Electroplast LtdIndustrials4.08%₹86.30 Cr
Bharti Airtel LtdTechnology5.13%₹85.91 Cr
Multi Commodity Exchange Of India LtdFinancial3.85%₹85.62 Cr
Pg Electroplast LtdIndustrials4.40%₹82.16 Cr
One 97 Communications LtdIndustrials4.19%₹81.70 Cr
Ellenbarrie Industrial Gases LtdMaterials4.36%₹81.42 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
Muthoot Finance LtdFinancial3.84%₹71.73 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
Icici Bank LtdFinancial3.18%₹67.15 Cr
Ellenbarrie Industrial Gases LtdMaterials3.97%₹66.41 Cr
Neuland Laboratories LtdHealthcare3.31%₹65.72 Cr
One 97 Communications LtdIndustrials3.03%₹65.16 Cr
One 97 Communications LtdIndustrials3.03%₹65.16 Cr
Reverse Repo/cbloUnspecified3.79%₹63.49 Cr
Neuland Laboratories LtdHealthcare2.67%₹59.43 Cr
Au Small Finance Bank LtdFinancial3.14%₹58.77 Cr
Jain Resource Recycling Ltd.2.69%₹57.91 Cr
Jain Resource Recycling Ltd.2.69%₹57.91 Cr
Au Small Finance Bank LtdFinancial2.69%₹56.85 Cr
Bajaj Holdings & Investment LtdFinancial2.86%₹55.85 Cr
Supreme Petrochem LtdMaterials2.72%₹53.07 Cr
Au Small Finance Bank LtdFinancial2.36%₹52.54 Cr
Neuland Laboratories LtdHealthcare2.47%₹52.17 Cr
Jain Resource Recycling Ltd.2.46%₹51.93 Cr
Jain Resource Recycling Ltd.2.75%₹51.36 Cr
Kaynes Technology India LtdTechnology2.34%₹50.28 Cr
Kaynes Technology India LtdTechnology2.34%₹50.28 Cr
Jain Resource Recycling Ltd.2.24%₹49.80 Cr
Bse LtdFinancial2.30%₹49.58 Cr
Bse LtdFinancial2.30%₹49.58 Cr
Supreme Petrochem LtdMaterials2.40%₹47.59 Cr
Neuland Laboratories LtdHealthcare2.44%₹45.55 Cr
Neuland Laboratories LtdHealthcare2.63%₹44.09 Cr
Bharat Heavy Electricals LtdIndustrials1.96%₹43.63 Cr
Bharat Heavy Electricals LtdIndustrials2.02%₹42.74 Cr
Kotak Mahindra Bank LtdFinancial2.48%₹41.52 Cr
Bajaj Holdings & Investment LtdFinancial2.07%₹40.98 Cr
Kotak Mahindra Bank LtdFinancial2.18%₹40.80 Cr
Au Small Finance Bank LtdFinancial2.38%₹39.80 Cr
Net ReceivablesUnspecified2.28%₹38.11 Cr
Dr. Reddy's Laboratories LtdHealthcare2.26%₹37.80 Cr
Muthoot Finance LtdFinancial2.24%₹37.42 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
Apollo Hospitals Enterprise LtdHealthcare2.18%₹36.55 Cr
Thirumalai Chemicals LtdMaterials1.82%₹36.13 Cr
Net ReceivablesUnspecified1.83%₹34.20 Cr
Supreme Petrochem LtdMaterials1.47%₹31.52 Cr
Supreme Petrochem LtdMaterials1.47%₹31.52 Cr
Thirumalai Chemicals LtdMaterials1.48%₹31.31 Cr
Thirumalai Chemicals LtdMaterials1.39%₹30.87 Cr
Indusind Bank LtdFinancial1.82%₹30.43 Cr
Billionbrains Garage Ventures Ltd.1.77%₹29.64 Cr
Onesource Specialty Pharma LtdHealthcare1.51%₹29.47 Cr
Supreme Petrochem LtdMaterials1.36%₹28.65 Cr
Supreme Petrochem LtdMaterials1.28%₹28.46 Cr
Thirumalai Chemicals LtdMaterials1.55%₹25.88 Cr
Thirumalai Chemicals LtdMaterials1.37%₹25.53 Cr
Sky Gold LtdConsumer Discretionary1.31%₹25.48 Cr
Poonawalla Fincorp LtdFinancial1.25%₹24.88 Cr
Ashok Leyland LtdIndustrials1.45%₹24.35 Cr
Cg Power & Industrial Solutions LtdIndustrials1.38%₹23.06 Cr
Uno Minda LtdConsumer Discretionary1.17%₹19.59 Cr
Sky Gold LtdConsumer Discretionary0.17%₹3.33 Cr
Apollo Hospitals Enterprise LtdHealthcare0.16%₹2.97 Cr
Uno Minda LtdConsumer Discretionary0.10%₹1.94 Cr
V2 Retail LtdConsumer Discretionary0.07%₹1.33 Cr
Multi Commodity Exchange Of India LtdFinancial0.03%₹0.70 Cr
Polycab India LtdIndustrials0.00%₹0.09 Cr
Zomato LtdTechnology0.00%₹0.02 Cr
Trent Ltd-oct2025Consumer Discretionary-1.18%₹-23.48 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Business Cycle Fund Direct - Growth increase ₹25.56 21.79% 18.53% -
ICICI Prudential Business Cycle Fund - Growth increase ₹24.06 20.57% 17.15% -
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Business Cycle Fund Direct-idcw

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

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

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

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

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

  • Since Inception: 27.57%

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

Equity: 93.93%, Others: 6.07%.

Who manages Motilal Oswal Business Cycle Fund Direct-idcw?

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

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

Large Cap: 36.72%, Mid Cap: 34.13%, Small Cap: 29.15%.

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

  • Reverse Repo/CBLO – 12.81% of the fund's portfolio
  • Reverse Repo/CBLO – 12.81% of the fund's portfolio
  • Shaily Engineering Plastics Ltd – 10.51% of the fund's portfolio
  • Net Receivables – 10.96% of the fund's portfolio
  • Persistent Systems Ltd – 10.09% of the fund's portfolio

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

  • Technology – 214.14% of the fund's portfolio
  • Materials – 141.88% of the fund's portfolio
  • Consumer Discretionary – 117.84% of the fund's portfolio
  • Unspecified – 104.46% of the fund's portfolio
  • Financial – 74.29% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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