AM
Atul MehraLead
Since Aug 2024
AUM managed
₹54,923.30Cr
Tenure
Since Aug 2024
Funds
16
Motilal Oswal Business Cycle Reg Gr
Sectoral/ ThematicMotilal Oswal Mutual Fund
NAV
₹12.62
-2.17% today
AUM
₹1,534.93 Cr
Fund size
Expense
2.43%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty 500 TRI (100%)
Number of holdings34
Inception27 Aug 2024
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio-0.06
Standard deviation22.04%
Sortino ratio-0.09
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Motilal Oswal Business Cycle Reg Gr
Motilal Oswal Business Cycle Reg Gr is an open-ended Sectoral/ Thematic mutual fund scheme offered by Motilal Oswal Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹12.62 per unit and the scheme manages ₹1,534.93 Cr in assets under management. The fund charges an expense ratio of 2.43% and is benchmarked against Nifty 500 TRI (100%). Over the trailing 1 year, Motilal Oswal Business Cycle Reg Gr has delivered -2.78% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Motilal Oswal Business Cycle Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | -0.82% |
| 3 months | +11.88% |
| 6 months | +24.23% |
| 1 year | -2.78% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +15.39% |
| 6 months | +17.03% |
| 1 year | +1.91% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Motilal Oswal Business Cycle Reg Gr — frequently asked questions
What is the NAV of Motilal Oswal Business Cycle Reg Gr?
The latest net asset value (NAV) of Motilal Oswal Business Cycle Reg Gr is ₹12.62 per unit, -2.17% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Motilal Oswal Business Cycle Reg Gr delivered?
Motilal Oswal Business Cycle Reg Gr has returned -2.78% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Motilal Oswal Business Cycle Reg Gr?
Motilal Oswal Business Cycle Reg Gr charges an expense ratio of 2.43% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Motilal Oswal Business Cycle Reg Gr?
SEBI's riskometer classifies Motilal Oswal Business Cycle Reg Gr as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Motilal Oswal Business Cycle Reg Gr?
You can start a SIP in Motilal Oswal Business Cycle Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Motilal Oswal Business Cycle Reg Gr?
Motilal Oswal Business Cycle Reg Gr is managed by Motilal Oswal Mutual Fund, holds ₹1,534.93 Cr in assets under management and invests across 34 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Motilal Oswal Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF247L01DD3
- Scheme code
- FS0000IZS1
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