Motilal Oswal Business Cycle Fund-Regular Plan-IDCW
Category: Equity: Thematic-Business-Cycle
Launch Date: 27-08-2024
AUM:
₹ 2,151.21 Cr
Expense Ratio
2.01%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01DE1
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Business Cycle Fund-Regular Plan-IDCW | 11.25 | - | - |
| NIFTY 500 TRI | 10.03 | 16.57 | 19.03 |
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
12.9656
Last change
-0.2 (-1.5209%)
Fund Size (AUM)
₹ 2,151.21 Cr
Performance
18.65% (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
Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Collateralized Borrowing & Lending Obligation | 12.81 |
| Shaily Engineering Plastics Limited | 9.52 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 8.29 |
| ZOMATO LIMITED EQ | 7.39 |
| Coforge Limited | 7.23 |
| Persistent Systems Ltd | 6.88 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 6.71 |
| HEALTHCARE GLOBAL ENTERPRISES LTD EQ | 6.08 |
| Ellenbarrie Industrial Gases Limited | 3.91 |
| Net Receivables / (Payables) | 3.66 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Durables | 15.0 |
| Capital Goods | 15.0 |
| Information Technology | 14.11 |
| Healthcare | 11.24 |
| Consumer Services | 10.66 |
| Chemicals | 9.51 |
| Financial Services | 5.33 |
| Metals & Mining | 2.69 |