Motilal Oswal Business Cycle Fund Direct-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.52%
NAV: ₹12.85 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Motilal Oswal Business Cycle Fund Direct-IDCW

  • ₹1,448.8 Cr
    AUM
  • ₹12.85
    NAV
  • 1.47%
    Expense Ratio
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Motilal Oswal Business Cycle Fund Direct-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.52% NA NA
6 Months 14.04% NA NA
1 Year -3.39% -3.39% NA
2 Years 11.00% 5.36% NA
As on Thu Nov 05, 2026

Asset Allocation of Motilal Oswal Business Cycle Fund Direct-IDCW

equities

95.36%

other assets or cash equivalents

4.64%
Large Cap: 31.52%
Mid Cap: 33.47%
Small Cap: 35.01%
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
Unspecified
62.97%
Technology
55.99%
Materials
48.78%
Consumer Discretionary
25.74%
Detailed Portfolio Analysis
As on Thu Nov 05, 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 ₹1,448.8 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.47%.
The portfolio allocation consists of 95.36% in equities, 4.64% in other assets or cash equivalents.Managed by Sunil Sawant, it has delivered a return of -3.39% in the last year, a total return since inception of 12.11%.
Identifying an appropriate best sip plays a vital part in financial planning.

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

Motilal Oswal Business Cycle Fund Direct-IDCW 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
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Motilal Oswal Business Cycle Fund Direct-IDCW Fund Returns Comparison

Compare Motilal Oswal Business Cycle Fund Direct-IDCW with other mutual funds in the same category

Motilal Oswal Business Cycle Fund Direct-IDCW

ICICI Prudential Business Cycle Fund Direct-Growth

ICICI Prudential Business Cycle Fund Direct-IDCW

Compare more funds

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 ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
HSBC Business Cycles Fund Direct-Growth trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
HSBC Business Cycles Fund Direct-IDCW trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
Tata Business Cycle Fund Direct-Growth trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
Tata Business Cycle Fund Direct-IDCW trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
HSBC Business Cycles Fund Regular-Growth trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
HSBC Business Cycles Fund Regular-IDCW trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
View More
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 Regular-Growth increase ₹1,449 2.28% -0.79% 13.40% -4.43% -
Motilal Oswal Business Cycle Fund Direct-Growth increase ₹1,449 2.38% -0.52% 14.04% -3.39% -
Motilal Oswal Business Cycle Fund Regular-IDCW increase ₹1,449 2.28% -0.79% 13.40% -4.43% -
increase growth is based on 1-month returns of the funds

Motilal Oswal Business Cycle Fund Direct-IDCW Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹14,889 ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 ₹17.61 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 ₹19.16 16.03% 14.65% -
Kotak Business Cycle Fund Direct-Growth trend ₹3,414 ₹18.65 17.77% - -
Kotak Business Cycle Fund Regular-Growth trend ₹3,414 ₹17.55 16.14% - -
Kotak Business Cycle Fund Regular-IDCW trend ₹3,414 ₹16.31 16.14% - -
Kotak Business Cycle Fund Direct-IDCW trend ₹3,414 ₹17.34 17.77% - -
HDFC Business Cycle Fund Regular-Growth trend ₹2,646 ₹15.25 10.85% - -
HDFC Business Cycle Fund Direct-Growth trend ₹2,646 ₹15.99 12.09% - -
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Top funds are based on Fund AUM

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Motilal Oswal Business Cycle Fund Direct-IDCW 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
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Business Cycle Fund Direct-Growth increase ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund Direct-IDCW increase ₹19.16 16.03% 14.65% -
HSBC Business Cycles Fund Direct-Growth increase ₹48.14 16.60% 14.14% -
HSBC Business Cycles Fund Direct-IDCW increase ₹25.52 16.60% 14.14% -
ICICI Prudential Business Cycle Fund-Growth increase ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund-IDCW increase ₹17.61 14.92% 13.42% -
Tata Business Cycle Fund Direct-Growth increase ₹19.76 10.76% 12.89% -
Tata Business Cycle Fund Direct-IDCW increase ₹19.76 10.76% 12.89% -
HSBC Business Cycles Fund Regular-Growth increase ₹43.07 15.29% 12.89% -
HSBC Business Cycles Fund Regular-IDCW increase ₹22.84 15.29% 12.89% -
View More
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 Wed Sep 30, 2026, Motilal Oswal Business Cycle Fund Direct-IDCW manages assets worth ₹1,448.8 crore

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

  • 3 Months: -0.52%
  • 6 Months: 14.04%

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

  • Since Inception: 12.11%

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

Equity: 95.36%, Others: 4.64%.

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: 31.52%, Mid Cap: 33.47%, Small Cap: 35.01%.

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?

  • Unspecified – 62.97% of the fund's portfolio
  • Technology – 55.99% of the fund's portfolio
  • Materials – 48.78% of the fund's portfolio
  • Consumer Discretionary – 25.74% of the fund's portfolio
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