Motilal Oswal Business Cycle Fund

Motilal Oswal Mutual Fund · Sectoral/Thematic · Direct · Growth

NAV · as of 11/09/2026

13.26

+0.24%

Key stats

Expense ratio: 1.29%
AUM: ₹1.53 K Cr
Launched: 27/08/2024
Fund manager: Varun Sharma; Swapnil Mayekar; Ankit Agarwal; Rakesh Shetty; Atul Mehra
Portfolio turnover: 0.39%
Risk: Very High Risk
Min lump-sum: ₹500
Min SIP: ₹500/mo
Fresh lump-sum: Accepted
Fresh SIP: Accepted

NAV history

Motilal Oswal Business Cycle Fund

13/08/2026 to 11/09/2026

O - H - L -

1W+1.10%

1M+1.58%

3M+17.71%

6M+27.69%

1Y+0.24%

MAX+25.90%

Top holdings

38 disclosed

1.
Coforge Ltd
Technology
5.26%
2.
Ellenbarrie Industrial Gases Ltd
Basic Materials
5.25%
3.
Eternal Ltd
Consumer Cyclical
5.04%
4.
Kalyan Jewellers India Ltd
Consumer Cyclical
4.28%
5.
HealthCare Global Enterprises Ltd
Healthcare
4.23%
6.
RBL Bank Ltd
Financial Services
3.84%
7.
Max Healthcare Institute Ltd Ordinary Shares
Healthcare
3.58%
8.
IndusInd Bank Ltd
Financial Services
3.49%
9.
Apollo Hospitals Enterprise Ltd
Healthcare
3.34%
10.
Firstsource Solutions Ltd
Technology
3.29%
11.
Triparty Repo
3.21%
12.
Bharti Airtel Ltd
Communication Services
3.20%
13.
Persistent Systems Ltd
Technology
3.14%
14.
CG Power & Industrial Solutions Ltd
Industrials
3.05%
15.
Biocon Ltd
Healthcare
2.91%
16.
AU Small Finance Bank Ltd
Financial Services
2.83%
17.
Dr Reddy's Laboratories Ltd
Healthcare
2.66%
18.
Shriram Finance Ltd
Financial Services
2.62%
19.
Urban Co Ltd
Technology
2.60%
20.
Emmvee Photovoltaic Power Ltd
Technology
2.55%
21.
UNO Minda Ltd
Consumer Cyclical
2.43%
22.
BSE Ltd
Financial Services
2.40%
23.
Ather Energy Ltd
Consumer Cyclical
2.31%
24.
Wework India Management Ltd
Real Estate
2.28%
25.
Muthoot Finance Ltd
Financial Services
2.27%
26.
IDFC First Bank Ltd
Financial Services
2.17%
27.
One97 Communications Ltd
Technology
2.12%
28.
ABB India Ltd
Industrials
2.10%
29.
Prestige Estates Projects Ltd
Real Estate
2.10%
30.
Belrise Industries Ltd
Consumer Cyclical
2.10%
31.
Billionbrains Garage Ventures Ltd
Financial Services
2.01%
32.
PNB Housing Finance Ltd
Financial Services
1.99%
33.
PG Electroplast Ltd
Technology
1.93%
34.
Net Receivables / (Payables)
1.35%
35.
Diamond Power Infrastructure Ltd
Industrials
0.07%
36.
Thirumalai Chemicals Ltd
-
37.
HDFC Bank Ltd
-
38.
Ashok Leyland Ltd
-

Sector allocation

Financial Services23.62%
Technology20.88%
Healthcare16.73%
Consumer Cyclical16.16%
Basic Materials5.25%
Industrials5.23%
Unclassified4.56%
Real Estate4.38%
Communication Services3.20%

Comparable peers

SBI Healthcare Opportunities Growth Direct Plan
SBI Healthcare Opportunities (G) · ₹5.80 K Cr AUM
1Y+22.13%
3Y+24.61%
-
Mirae Asset Healthcare Growth Direct Plan
Mirae Healthcare (G) · ₹3.44 K Cr AUM
1Y+20.35%
3Y+23.20%
-
UTI Healthcare Growth Direct Plan
UTI Healthcare (G) · ₹1.44 K Cr AUM
1Y+17.28%
3Y+24.42%
-
HDFC Transportation & Logistics Growth Direct Plan
HDFC Transportation & Logistics (G) · ₹1.96 K Cr AUM
1Y+9.79%
3Y+25.46%
-
Motilal Oswal Business Cycle Growth Direct Plan
Motilal Oswal Business Cycle (G) · ₹1.53 K Cr AUM
1Y+0.35%
3Y0.00%
-

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.

Scheme details

Scheme code: 152796
Fund house: Motilal Oswal Mutual Fund
Category: Open Ended
Type: Equity Scheme
Sub-category: Sectoral/Thematic
Plan: Direct
Return type: Growth
ISIN (Growth): INF247L01DG6
ISIN (Div. Reinvest): -
Tradable on exchange: No

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