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Motilal Oswal Business Cycle Fund Direct dividend reinvestment
Equity • Other • Direct dividend reinvestment
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Other
Direct dividend reinvestment
Launched On
27 Aug 2024
0.5 years ago
Lock-in Period
No lock-in
NAV
as of 21 Feb 2025
₹11.15
-0.8982% (-0.10)
AUM
₹1,799 Cr
Expense ratio
0.44%
Benchmark
Nifty 500 TRI
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 3M
1%
If units sold after 3M
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Technology
Consumer Cyclical
Communication Services
Industrials
Basic Materials
Fund House
Motilal
Inc: 28 Jul 2010 • Total AUM: ₹67,192 Cr • Rank #20Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.
Fund Managers
Ajay Khandelwal
Experience: 1.20 yrs • Total AUM: 3,87,911 Cr
Rakesh Shetty
Experience: 2.25 yrs • Total AUM: 4,67,470 Cr
Niket Shah
Experience: 4.64 yrs • Total AUM: 3,00,398 Cr
Atul Mehra
Experience: 1.04 yrs • Total AUM: 2,10,260 Cr
Sunil Sawant
Experience: 0.64 yrs • Total AUM: 3,93,003 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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