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Motilal Oswal Business Cycle Fund

An open-ended equity scheme following business cycles based investing theme

  • investedProple:98,808

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO_BC.svg

  • dateAsOn:31 Mar 2026

  • schDetail:

    • cmotsGroupCode: MO45009

    • sebiCategory: Equity Fund

    • dateOfAllotment: 2024-08-27

    • nfoStartDate: 07-Aug-2024

    • schemeName: Motilal Oswal Business Cycle Fund

    • exitLoadShort: NIL

    • nfoEndDate: 21-Aug-2024

    • CMOTSAMCCode: 38442

    • exitLoad:

      1% - If redeemed on or before 3 Months from the date of allotment. Nil - If redeemed after 3 Months from the date of allotment.

    • fundCategoryCode: MF

    • schcode: BC

  • minamount:

    • 0:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: DP

    • 1:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: DP

    • 2:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GD

    • 3:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GP

    • 4:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: PD

    • 5:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: PD

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:sector
    • 2: motilal-oswal-amc:active

  • planList:

    • 0:

      • optionCode: G
      • groupedCode: GDG
      • planNameOriginal: Direct Growth
      • planCode: GD
      • sixth_char_name: D
      • optionName: Growth
      • groupedName: Direct Growth
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01DG6
      • amfi_schcode: 152796
      • cmt_schcode: 45011

    • 1:

      • optionCode: G
      • groupedCode: GPG
      • planNameOriginal: Regular Growth
      • planCode: GP
      • sixth_char_name: R
      • optionName: Growth
      • groupedName: Regular-Growth
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01DD3
      • amfi_schcode: 152794
      • cmt_schcode: 45009

    • 2:

      • optionCode: D
      • groupedCode: DPD
      • planNameOriginal: Regular Payout
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Payout
      • groupedName: Regular IDCW Payout
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 3:

      • optionCode: R
      • groupedCode: DPR
      • planNameOriginal: Regular Reinvestment
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Reinvestment
      • groupedName: Regular IDCW Reinvestment
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01DE1
      • amfi_schcode: 152795
      • cmt_schcode: 45010

    • 4:

      • optionCode: D
      • groupedCode: PDD
      • planNameOriginal: Direct Payout
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Payout
      • groupedName: Direct IDCW Payout
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • optionCode: D
      • groupedCode: PDR
      • planNameOriginal: Direct Reinvestment
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Reinvestment
      • groupedName: Direct IDCW Reinvestment
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • nav:

    • 0:

      • latnav: 9.9751
      • optioncode: D
      • plancode: DP
      • prodcode: BCDP
      • recdt: 10-Apr-2026
      • navchng: 0.12
      • navchngper: 1.12

    • 1:

      • latnav: 9.9751
      • optioncode: R
      • plancode: DP
      • prodcode: BCDP
      • nav_date: 10-Apr-2026
      • nav_amount: 10.9828
      • recdt: 10-Apr-2026
      • navchng: 0.12
      • navchngper: 1.12

    • 2:

      • latnav: 10.1993
      • optioncode: G
      • plancode: GD
      • prodcode: BCGD
      • nav_date: 10-Apr-2026
      • nav_amount: 11.2332
      • recdt: 10-Apr-2026
      • navchng: 0.12
      • navchngper: 1.12

    • 3:

      • latnav: 9.975
      • optioncode: G
      • plancode: GP
      • prodcode: BCGP
      • nav_date: 10-Apr-2026
      • nav_amount: 10.9827
      • recdt: 10-Apr-2026
      • navchng: 0.12
      • navchngper: 1.12

    • 4:

      • latnav: 10.1987
      • optioncode: D
      • plancode: PD
      • prodcode: BCPD
      • recdt: 10-Apr-2026
      • navchng: 0.12
      • navchngper: 1.12

    • 5:

      • latnav: 10.1987
      • optioncode: R
      • plancode: PD
      • prodcode: BCPD
      • nav_date: 10-Apr-2026
      • nav_amount: 11.2325
      • recdt: 10-Apr-2026
      • navchng: 0.12
      • navchngper: 1.12

  • returns:

    • 0:

      • oneYear_Ret: -13.81
      • oneYear_marketValue: 8619.360747954272
      • inception_Ret: -0.16
      • inception_marketValue: 9975.099999999999
      • latNavDate: 2026-03-31
      • prodcode: BCDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: -12.7
      • oneYear_marketValue: 8729.661488423844
      • inception_Ret: 1.25
      • inception_marketValue: 10199.3
      • latNavDate: 2026-03-31
      • prodcode: BCGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 152796
      • cmt_schcode: 45011
      • isin: INF247L01DG6

    • 2:

      • oneYear_Ret: -13.81
      • oneYear_marketValue: 8619.348817917875
      • inception_Ret: -0.16
      • inception_marketValue: 9975.0
      • latNavDate: 2026-03-31
      • prodcode: BCGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 152794
      • cmt_schcode: 45009
      • isin: INF247L01DD3

    • 3:

      • oneYear_Ret: -12.7
      • oneYear_marketValue: 8729.670969288185
      • inception_Ret: 1.24
      • inception_marketValue: 10198.7
      • latNavDate: 2026-03-31
      • prodcode: BCPD
      • plancode: PD
      • optioncode: D

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Historical Performance

CAGR

planList:

  • 0:

    • optionCode: G
    • groupedCode: GDG
    • planNameOriginal: Direct Growth
    • planCode: GD
    • sixth_char_name: D
    • optionName: Growth
    • groupedName: Direct Growth
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01DG6
    • amfi_schcode: 152796
    • cmt_schcode: 45011

  • 1:

    • optionCode: G
    • groupedCode: GPG
    • planNameOriginal: Regular Growth
    • planCode: GP
    • sixth_char_name: R
    • optionName: Growth
    • groupedName: Regular-Growth
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01DD3
    • amfi_schcode: 152794
    • cmt_schcode: 45009

  • 2:

    • optionCode: D
    • groupedCode: DPD
    • planNameOriginal: Regular Payout
    • planCode: DP
    • sixth_char_name: R
    • optionName: IDCW Payout
    • groupedName: Regular IDCW Payout
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

  • 3:

    • optionCode: R
    • groupedCode: DPR
    • planNameOriginal: Regular Reinvestment
    • planCode: DP
    • sixth_char_name: R
    • optionName: IDCW Reinvestment
    • groupedName: Regular IDCW Reinvestment
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
    • isin: INF247L01DE1
    • amfi_schcode: 152795
    • cmt_schcode: 45010

  • 4:

    • optionCode: D
    • groupedCode: PDD
    • planNameOriginal: Direct Payout
    • planCode: PD
    • sixth_char_name: D
    • optionName: IDCW Payout
    • groupedName: Direct IDCW Payout
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

  • 5:

    • optionCode: D
    • groupedCode: PDR
    • planNameOriginal: Direct Reinvestment
    • planCode: PD
    • sixth_char_name: D
    • optionName: IDCW Reinvestment
    • groupedName: Direct IDCW Reinvestment
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • returns:

    • 0:

      • oneYear_Ret: -13.81
      • oneYear_marketValue: 8619.360747954272
      • inception_Ret: -0.16
      • inception_marketValue: 9975.099999999999
      • latNavDate: 2026-03-31
      • prodcode: BCDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: -12.7
      • oneYear_marketValue: 8729.661488423844
      • inception_Ret: 1.25
      • inception_marketValue: 10199.3
      • latNavDate: 2026-03-31
      • prodcode: BCGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 152796
      • cmt_schcode: 45011
      • isin: INF247L01DG6

    • 2:

      • oneYear_Ret: -13.81
      • oneYear_marketValue: 8619.348817917875
      • inception_Ret: -0.16
      • inception_marketValue: 9975.0
      • latNavDate: 2026-03-31
      • prodcode: BCGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 152794
      • cmt_schcode: 45009
      • isin: INF247L01DD3

    • 3:

      • oneYear_Ret: -12.7
      • oneYear_marketValue: 8729.670969288185
      • inception_Ret: 1.24
      • inception_marketValue: 10198.7
      • latNavDate: 2026-03-31
      • prodcode: BCPD
      • plancode: PD
      • optioncode: D

  • bmCode: 2009

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Periodic Returns

Data as on 31 Mar 2026

CAGR
Current value of Investment of ₹10,000

Date Of Inception : 15-Mar-2024

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Past Performance Calculator

Explore how much wealth you would have created by investing in our schemes using this SIP Calculator

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Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

Start SIP

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Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Portfolio Composition

Download

Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • methodology:

    a) Methodology of calculating sale price

    The price or NAV, an investor is charged while investing in an openended scheme is called sale or subscription price. Pursuant to clause 10.4 of SEBI Master Circular No. SEBI /HO/IMD/ IMD-PoD-1 / P/ CIR / 2023/74 dated May 19, 2023, no entry load will be charged by the scheme to the investors. Therefore, Sale or Subscription price = Applicable NAV (for respective plan and option of the scheme)

    b) Methodology of calculating repurchase price of Units

    Repurchase or redemption price is the price or NAV at which an openended scheme purchases or redeems its units from the investors. It may include exit load, if applicable. The exit load, if any, shall be charged as a percentage of Net Assets Value (NAV) i.e. applicable load as a percentage of NAV will be deducted from the “Applicable NAV” to calculate the repurchase price. Therefore, Repurchase or Redemption Price = Applicable NAV *(1- Exit Load, if any)

    Example: If the Applicable NAV is Rs. 10 and a 2% Exit Load is charged, the Redemption Price per Unit will be calculated as follows: = Rs. 10 * (1- 0.02) = Rs. 10 * (0.98) = Rs. 9.80

  • indexMethodology:

    Eligible Universe – Constituents of the Nifty 500 Index

    Security Selection – Constituents in Nifty 500 Index not forming part of Nifty 100 Index and Nifty Midcap 150 Index

  • investmentObjective:

    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.

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    1% - If redeemed on or before 3 Months from the date of allotment. Nil - If redeemed after 3 Months from the date of allotment.

  • aum:

    • 0:

      • latestAum: 1454.0564
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: D
      • plancode: DP
      • prodcode: BCDP

    • 1:

      • latestAum: 1454.0564
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: R
      • plancode: DP
      • prodcode: BCDP

    • 2:

      • latestAum: 1454.0564
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: BCGD

    • 3:

      • latestAum: 1454.0564
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: BCGP

    • 4:

      • latestAum: 1454.0564
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: D
      • plancode: PD
      • prodcode: BCPD

    • 5:

      • latestAum: 1454.0564
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: R
      • plancode: PD
      • prodcode: BCPD

  • portfolioTurnoverRatio: 0.42

  • planList:

    • 0:

      • optionCode: G
      • groupedCode: GDG
      • planNameOriginal: Direct Growth
      • planCode: GD
      • sixth_char_name: D
      • optionName: Growth
      • groupedName: Direct Growth
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01DG6
      • amfi_schcode: 152796
      • cmt_schcode: 45011

    • 1:

      • optionCode: G
      • groupedCode: GPG
      • planNameOriginal: Regular Growth
      • planCode: GP
      • sixth_char_name: R
      • optionName: Growth
      • groupedName: Regular-Growth
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01DD3
      • amfi_schcode: 152794
      • cmt_schcode: 45009

    • 2:

      • optionCode: D
      • groupedCode: DPD
      • planNameOriginal: Regular Payout
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Payout
      • groupedName: Regular IDCW Payout
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 3:

      • optionCode: R
      • groupedCode: DPR
      • planNameOriginal: Regular Reinvestment
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Reinvestment
      • groupedName: Regular IDCW Reinvestment
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01DE1
      • amfi_schcode: 152795
      • cmt_schcode: 45010

    • 4:

      • optionCode: D
      • groupedCode: PDD
      • planNameOriginal: Direct Payout
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Payout
      • groupedName: Direct IDCW Payout
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • optionCode: D
      • groupedCode: PDR
      • planNameOriginal: Direct Reinvestment
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Reinvestment
      • groupedName: Direct IDCW Reinvestment
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • benchmark: Nifty 500 TRI

  • expenseRatioDirect: 0.49

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty 500 TRI (PRIMARY)
      • latNavDate: 2026-03-31
      • latnav: 32813.14
      • oneYear_Ret: -2.883960842392874
      • inception_Ret: -7.6482609375571275
      • bmcode: 2009.0

    • 1:

      • type: BM
      • groupName: Nifty 50 TRI (SECONDARY)
      • latNavDate: 2026-03-31
      • latnav: 33655.43
      • oneYear_Ret: -3.989977771489084
      • inception_Ret: -5.998334072867417
      • bmcode: 2006.0

  • entryLoad:

    NIL

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

1454.0564

2026-03-31T00:00:00

Portfolio Turnover Ratio

0.42

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty 500 TRI

Total Expense Ratio

0.49

Inception date

2026-03-31

Entry Load

NIL

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • cmotsGroupCode: MO45009

    • sebiCategory: Equity Fund

    • dateOfAllotment: 2024-08-27

    • nfoStartDate: 07-Aug-2024

    • schemeName: Motilal Oswal Business Cycle Fund

    • exitLoadShort: NIL

    • nfoEndDate: 21-Aug-2024

    • CMOTSAMCCode: 38442

    • exitLoad:

      1% - If redeemed on or before 3 Months from the date of allotment. Nil - If redeemed after 3 Months from the date of allotment.

    • fundCategoryCode: MF

    • schcode: BC

  • fundManager:

    • 0:

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • fundManagerName: Swapnil Mayekar

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • type: MF

      • designation: Fund Manager

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

    • 1:

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.

      • fundManagerName: Rakesh Shetty

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • type: MF

      • designation: Fund Manager/Dealer

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 2:

      • description:

        Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.

      • fundManagerName: Ajay Khandelwal

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-ajay-khandelwal.png

      • type: MF

      • designation: Executive Group Vice President

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ajay-khandelwal

    • 3:

      • description:

        Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.

      • fundManagerName: Atul Mehra

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-atul-mehra.png

      • type: MF

      • designation: Vice President

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/atul-mehra

    • 4:

      • description:

        Mr. Varun Sharma, holds a PGDM from the Indian Institute of Management – Kolkata. He boasts an impressive career with over 15 years of extensive experience in Investment Management. Mr. Sharma’s professional journey includes significant tenures at esteemed organizations such as ICICI Securities and Franklin Templeton Asset Management Company. Prior to his current role at MOAMC, Mr. Sharma dedicated more than a decade to Franklin Templeton as a Fund Manager.

      • fundManagerName: Varun Sharma

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      • picture: /content/dam/motilal-mf/fund-manager/mr-varun-sharma.png

      • type: MF

      • designation: Executive Group Vice President

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      • fundManagerName: Mr. Ankit Agarwal

      • picture: /content/dam/motilal-mf/fund-manager/mr-aliasgar-shakir.png

      • dropdownField: MF

      • designation: Fund Manager

      • description:

        Mr. Ankit Agarwal brings over two decades of rich experience in the financial industry, spanning asset management, portfolio construction, equity research, and capital markets. His career reflects a deep understanding of global investment dynamics and a consistent track record of delivering strategic insights. He began his journey with UTI Asset Management Company, where he specialized in equity research across diverse sectors including healthcare, telecom, technology, and midcaps. His analytical rigor and sectoral expertise contributed significantly to investment decisions and fund performance. Mr. Agarwal further honed his skills at Barclays Wealth, where he provided tailored investment research and strategic advice to high-net-worth individuals, aligning portfolios with market trends and client goals. His global exposure includes pivotal roles at Lehman Brothers in London, BNP Paribas in Hong Kong, and D. E. Shaw, where he worked on proprietary trading systems. These international stints enriched his perspective on cross-border markets and advanced financial instruments. With a blend of domestic and international experience, Mr. Agarwal stands out as a seasoned professional with a nuanced approach to investment strategy and market analysis.

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ankit-agarwal

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Frequently Asked Questions

What are the Key Dates and information about Motilal Oswal Business Cycle Fund NFO?

Key Dates:

  • Opening Date: 7th August 2024
  • Closing Date: 21st August 2024
  • Allotment Date: 27th August 2024
  • Reopening Date: 02nd September 2024

Important Information:

  • Units Allotment: Units for investments received during the NFO period will be allotted at an NAV of Rs. 10.
  • First NAV Declaration: The first NAV will be declared on the reopening date, 02nd September 2024, at 11:00 PM.
  • Stamp Duty Deduction: A stamp duty of 0.005% will be deducted from the investment amount. For example, if you invest Rs.1000, units will be allotted for Rs.999.95 after deducting the stamp duty, resulting in 99.995 units.
  • Units Reflection in Portfolio: The allotted units will reflect in your portfolio starting from 28th August 2024.
  • Ongoing Purchases: You can make ongoing purchases in the scheme from the reopening date, 02nd September 2024.
  • SIP Instalments: For SIPs registered during the NFO period, the first instalment dates are:
  • Physical SIP: 17th September 2024
  • Online SIP: 10th September 2024
  • Expense Ratio: The expense ratio of the scheme will be available on our website starting from 02nd September 2024.

We are committed to serve you and will keep you updated with the latest information.

Warm Regards,
Motilal Oswal Mutual Fund

What is Business Cycle?

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

What is Business Cycle investing?

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.

Why Business Cycle?

  • 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.

Why Motilal Oswal Business Cycle Fund?

Unique Investment Approach of Motilal Oswal Business Cycle Fund:

  • 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.

What is the investment objective of Motilal Oswal Business Cycle Fund?

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.

What is unique about Motilal Oswal Business Cycle Fund?

Motilal Oswal Business Cycle fund is a high conviction portfolio offering a uniquely positioned product. It also provides opportunities to invest in high growth segments across all market caps.

What is the lock-in period for this NFO?

No lock-in period for the NFO. Exit Load (1% for 3 months; Nil thereafter) shall be applicable after allotment date.

What is the minimum investment amount for Motilal Oswal Business Cycle Fund?

For Lumpsum it is 500Rs initial investment followed by multiples of 1Re; Please check scheme document for minimum amount related to SIP.

What are the tax implications of investing in Business Cycle Fund?

Tax implications of investing in a business cycle equity mutual fund is similar to investing in any pure equity mutual fund.

Can I invest through SIP (Systematic Investment Plan) in the Motilal Oswal Business Cycle Fund?

Yes, SIP Plans are available for investing in NFO. Available frequencies are daily, weekly, fortnightly, monthly, quarterly and yearly. Please refer to scheme documents for minimum instalment amount and no of instalments.

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