Motilal Oswal BusIness Cycle Fund-Regular Plan-Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 27-08-2024
AUM:
1,534.93 Cr
Expense Ratio
2.43%
Benchmark
Nifty 500 TRI
ISIN
INF247L01DD3
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal BusIness Cycle Fund-Regular Plan-Growth | 3.91 | - | - |
| NIFTY 500 TRI | 4.99 | 13.01 | 12.02 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.7228
Last change
-0.06 (-0.4582%)
Fund Size (AUM)
₹ 1,534.93 Cr
Performance
10.22% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund Manager
Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| KALYAN JEWELLERS INDIA LIMITED EQ | 9.46 |
| ZOMATO LIMITED EQ | 9.38 |
| Persistent Systems Ltd | 7.42 |
| Coforge Limited | 5.53 |
| Ellenbarrie Industrial Gases Limited | 5.53 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.87 |
| HEALTHCARE GLOBAL ENTERPRISES LTD EQ | 4.14 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.86 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 3.53 |
| PG Electroplast Limited | 3.47 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.2 |
| Healthcare | 14.68 |
| Information Technology | 12.95 |
| Consumer Durables | 12.93 |
| Consumer Services | 12.14 |
| Capital Goods | 10.88 |
| Chemicals | 6.02 |
| Automobile and Auto Components | 4.33 |
| Telecommunication | 3.15 |