Compiled by Rupeestop LLP, SEBI RIA INA000022701. NAV as on 19 Aug 2026. Factsheet Jun 2026. About · Disclosures
Motilal Oswal Business Cycle Fund - Direct Plan - IDCW Reinvestment
Motilal Oswal Mutual FundThematic Business CycleDirectIDCW
NAV
₹12.9583
As on 19 Aug 2026
Vs category
| Period | This fund | Category | Rank |
|---|---|---|---|
| 1 year | +2.25% | — | — |
| 3 year | +14.01% | — | — |
| 5 year | +14.01% | — | — |
All Thematic Business Cycle funds · Motilal Oswal Mutual Fund
Returns
From NAVs through 19 Aug 2026
1Y
+2.25%
Total
3Y
+14.01%
p.a.
5Y
+14.01%
p.a.
SI
+14.01%
p.a.
Calendar years
+30.19%2024
-2.30%2025
+1.87%2026 YTD
Rolling 1-year · 12 overlapping windows
-8.78%avg +2.87%+20.87%
Fund facts
Fund details from the Jun 2026 factsheet
Fund size
₹1494.31 Cr
Expense ratio
0.99%
Exit load
None
Lock-in
None
Launched26 Aug 2024
StructureOpen Ended
ISININF247L01DI2
Where the money is invested
Split by asset type.
By asset type
Equity98.11%
Cash1.89%
What the fund holds
29 holdings · portfolio as on 30 May 2026
- 9.04%Coforge LtdTechnology
- 8.73%Persistent Systems LtdTechnology
- 8.7%Eternal LtdConsumer Cyclical
- 8.42%Kalyan Jewellers India LtdConsumer Cyclical
- 5.24%Ellenbarrie Industrial Gases LtdBasic Materials
- 4.79%PG Electroplast LtdTechnology
- 4.45%HDFC Bank LtdFinancial Services
- 4.13%Healthcare Global Enterprises LtdHealthcare
- 4.02%Bharti Airtel LtdCommunication Services
- 3.82%CG Power & Industrial Solutions LtdIndustrials
Concentration
Top 5 weight
40.13%
Top 10 weight
61.35%
Avg turnover
85.21%
Risk and quality measures
How steady the returns have been.
Return quality
Sharpe
-0.63
Return per unit of total risk
Risk
Std deviation
19.53%
How much returns swing
Who manages this fund
5 fund managers
- RSRakesh Shetty3.3 years in the industryRuns 43 schemes
- VSVarun Sharma10.2 years in the industryRuns 20 schemes
- SPSwapnil P Mayekar10.5 years in the industryRuns 36 schemes
- AAAnkit Agarwal6.5 years in the industryRuns 9 schemes
- AMAtul Mehra2.1 years in the industryRuns 15 schemes
Other Thematic Business Cycle funds
DSP Business Cycle Fund - Direct Plan - GrowthdirectCompare
Bandhan Business Cycle Fund - Direct Plan-GrowthdirectCompare
Sundaram Business Cycle Fund - Direct Plan - GrowthdirectCompare
Edelweiss Business Cycle Fund - Direct Plan - GrowthdirectCompare
Invesco India Business Cycle Fund - Direct Plan - GrowthdirectCompare- Motilal Oswal Business Cycle Fund - Direct Plan - GrowthdirectCompare
- Sundaram Business Cycle Fund - Direct Plan - IDCW PayoutdirectCompare
- DSP Business Cycle Fund - Direct Plan - IDCW ReinvestmentdirectCompare
SIP illustration
Rate
+14.01%
Invested
₹6,00,000
Illustrated
₹13,11,121
₹5,000/mo × 10 years at this fund's 3Y CAGR. Illustration, not a forecast. SIP calculator
Other versions
- regularIDCWMotilal Oswal Business Cycle Fund - Regular Plan - IDCW PayoutNAV ₹13.02
- directGrowthMotilal Oswal Business Cycle Fund - Direct Plan - GrowthNAV ₹13.25
- regularGrowthMotilal Oswal Business Cycle Fund - Regular Plan - GrowthNAV ₹13.02
- directIDCWMotilal Oswal Business Cycle Fund - Direct Plan - IDCW PayoutNAV ₹13.25
FAQ
What is Motilal Oswal Business Cycle Fund - Direct Plan - IDCW Reinvestment NAV today?
- The latest NAV of Motilal Oswal Business Cycle Fund - Direct Plan - IDCW Reinvestment is ₹12.9583 as on 19 Aug 2026.
How has Motilal Oswal Business Cycle Fund - Direct Plan - IDCW Reinvestment performed vs its category?
- 1-year return +2.25%. Past performance does not guarantee future returns.
What are the returns of Motilal Oswal Business Cycle Fund - Direct Plan - IDCW Reinvestment?
- Trailing returns from published NAVs: 1 year +2.25%, 3 year +14.01% a year, 5 year +14.01% a year, since our first NAV +14.01% a year. Past performance does not guarantee future returns.
How would a SIP in Motilal Oswal Business Cycle Fund - Direct Plan - IDCW Reinvestment have been illustrated?
- The SIP illustration on this page uses ₹5,000 a month for 10 years at this fund's 3-year annualised return of +14.01%. It is not a forecast.
What is the expense ratio and fund size of Motilal Oswal Business Cycle Fund - Direct Plan - IDCW Reinvestment?
- For Motilal Oswal Business Cycle Fund - Direct Plan - IDCW Reinvestment, the expense ratio is 0.99% and fund size (AUM) is ₹1494.31 Cr.
What is the ISIN of Motilal Oswal Business Cycle Fund - Direct Plan - IDCW Reinvestment?
- The ISIN for Motilal Oswal Business Cycle Fund - Direct Plan - IDCW Reinvestment is INF247L01DI2.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance does not guarantee future returns and is not an indicator of future results.
Figures on this page come from published NAVs and the scheme's monthly factsheet. They are for information only and are not investment advice or a recommendation to buy or sell any scheme.