Motilal Oswal
Business Cycle Fund

A business cycle refers to economic transition from periods of growth and decline over time.

Different companies and sectors react uniquely to each phase of the business cycle, hence choosing companies likely to perform well by early tapping business cycles.

• Diversification: Business Cycle funds offer a diverse portfolio by investing in companies of varying sizes and sectors. This approach to diversification reduces risk by distributing investments across multiple sectors, reducing the risk or impact of underperformance in a particular market segment or sector.
• Flexibility: These funds have the flexibility to rebalance the portfolio based on the market conditions within the asset allocation limits.
• Growth potential: By investing in companies of different sizes. This comprehensive approach allows Business Cycle Funds to benefit from a broader range of market dynamics and opportunities.
• Risk Management: The diversified nature of Business Cycle Funds can significantly reduce risk compared to investing exclusively in one market segment. By spreading investments across Large, Mid, and Small Caps, these funds are less vulnerable to the volatility. This broad exposure ensures that poor performance in one area can be offset by better performance in another, leading to a more balanced and stable investment experience.

• Expertise - With a proven and lengthy track record spanning two decades, MOAMC has consistently demonstrated the ability to create wealth through early identification and investment in Large, Mid and Small Caps. The firm's extensive experience in fund management has led to the identification of numerous multi-baggers.
• High Quality & High Growth Investing - Our core investment philosophy of QGLP (Quality, Growth, Longevity and Price), reinforced by robust risk management processes drives the creation of high quality, high growth portfolios to manage all our assets. Combination of high quality and high growth is the sweetest spot. Founded on a set of principles and beliefs that guide our investment decisions we firmly believe that this philosophy is a key driver of long-term financial success for our clients.
• Skin in the Game – Demonstrating our strong conviction in our funds, MOAMC has made prop investments exceeding 7,500+ crores across our funds*. This commitment is mirrored by the promoters' dedication to investing during the Multi Cap NFO, aligning with our strategy and conviction. *Data as on 30th June, 2024.
• Size Advantage - Our fresh portfolio is meticulously curated to capture the best opportunities and future growth potential.
• Growth Themes - Our investment strategy focuses on in-house identified themes driven by domestic growth and thriving in a supportive policy environment. This forward-looking approach ensures alignment with dynamic market conditions and emerging opportunities.
• Our Process, Your Success - "Our Process, Your Success" signifies our unwavering adherence to proven processes developed over decades of equity research and investing experience with a clear objective of charting a seamless path to your financial success.