銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

Motilal Oswal Business Cycle Fund Direct Growth

Motilal Oswal Business Cycle Fund Direct Growth

1M
6M
1Y
All
NAV: 18 Jun '26
?11.75
Min. for SIP
?500
Fund size (AUM)
?1,494.31 Cr
Expense ratio
0.98%
Rating
--

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months?15,000?15,674
+4.49%
6 months?30,000?30,801
+2.67%
1 year?60,000?58,424
-2.63%

Holdings (27)

NameSectorInstrumentsAssets
Coforge LtdTechnologyEquity9.04%
Persistent Systems LtdTechnologyEquity8.73%
Zomato LtdTechnologyEquity8.70%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity8.42%
Ellenbarrie Industrial Gases LtdMaterialsEquity5.24%
PG Electroplast LtdIndustrialsEquity4.79%
HDFC Bank LtdFinancialEquity4.45%
Healthcare Global Enterprises LtdHealthcareEquity4.13%
Bharti Airtel LtdTechnologyEquity4.02%
CG Power & Industrial Solutions LtdIndustrialsEquity3.82%
Indusind Bank LtdFinancialEquity3.24%
Apollo Hospitals Enterprise LtdHealthcareEquity3.13%
Dr. Reddy's Laboratories LtdHealthcareEquity3.10%
BSE LtdFinancialEquity2.81%
AU Small Finance Bank LtdFinancialEquity2.74%
Muthoot Finance LtdFinancialEquity2.50%
Urban Company Ltd.Consumer StaplesEquity2.48%
Ashok Leyland LtdIndustrialsEquity2.35%
UNO Minda LtdConsumer DiscretionaryEquity2.33%
RBL Bank LtdFinancialEquity2.15%
Billionbrains Garage Ventures Ltd.FinancialEquity1.97%
Net ReceivablesUnspecifiedNet Receivables1.88%
Thirumalai Chemicals LtdMaterialsEquity1.86%
ABB India LtdIndustrialsEquity1.65%
Emmvee Photovoltaic Power Ltd.Energy & UtilitiesEquity1.58%
Kotak Mahindra Bank LtdFinancialEquity1.50%
Shriram Transport Finance Company LtdFinancialEquity1.39%
See All

Minimum investments

Min. for 1st investment
?500
Min. for 2nd investment
?500
Min. for SIP
?500

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+6.1%-13.4%-8.3%+12.6%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)91616--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

VS
Varun Sharma
Jan 2026 - Present
View details

Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

RS
Rakesh Shetty
Aug 2024 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

AA
Ankit Agarwal
Jan 2026 - Present
View details

Education
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Experience
Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

About Motilal Oswal Business Cycle Fund Direct Growth

Motilal Oswal Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ?1,46,103 Cr and the Latest NAV as of 18 Jun 2026 is ?11.75. The Motilal Oswal Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ?500. Minimum Lumpsum Investment is ?500. Exit load of 1%, if redeemed within 365 days. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM?1,46,102.61 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

xxfseo.com