|
NAV as on Aug 14, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
1.29%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 1,535 Crores
Exit Load
1.00%
Min. Investment
Rs 500
Nav Chart
Source: Dion Global
Asset Allocation
Source: Dion Global
Sector Allocation
Source: Dion Global
Motilal Oswal Business Cycle Fund - Direct Plan - Growth Fund Details
Investment Objective - NA
Fund House
Return Since Launch
14.71%
Launch Date
Aug 7, 2024
Type
Open Ended
Riskometer
Very High
Source: Dion Global
Ratio Analysis
Standard Deviation
13.84
Category Avg
Beta
0.90
Category Avg
Sharpe Ratio
0.77
Category Avg
Portfolio Turnover Ratio
48.39
Category Avg
Source: Dion Global
Top Holdings
Name | Assets (%) | Sector | Instrument |
|---|---|---|---|
| 9.69 | Equity | ||
| 9.05 | Equity | ||
| 8.08 | Equity | ||
| 7.28 | Equity | ||
| 6.49 | Equity | ||
| 5.36 | Equity | ||
| 4.80 | Equity | ||
| 4.50 | Equity | ||
| 4.03 | Equity | ||
| 3.94 | Equity |
Source: Dion Global
Aug 14, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 1.08 | 4.88 | 16.56 | 11.21 | 5.11 | NA | NA | NA | 14.71 |
| Category Average (%) | 0.06 | 3.02 | 7.34 | 7.33 | 9.38 | 8.53 | 5.87 | NA | 13.01 |
| Rank within Category | 96 | 216 | 36 | 312 | 633 | NA | NA | NA | 387 |
Source: Dion Global
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 40.57 | 38,299 | -0.10 | 1.70 | 4.64 | -0.93 | 5.68 | 17.20 | 19.93 | NA | 20.29 | 0.91 | |
| 26.64 | 16,123 | -0.52 | 1.10 | 3.10 | -1.44 | 3.70 | 17.31 | 17.21 | NA | 19.23 | 0.95 | |
| 208.32 | 13,540 | 0.57 | 6.93 | 13.67 | 0.47 | -3.02 | 8.93 | 5.80 | 17.60 | 24.97 | 1.22 | |
| 148.02 | 11,229 | -0.48 | -2.06 | 2.57 | -4.74 | -1.33 | 10.93 | 10.22 | 12.56 | 21.88 | 1.20 | |
| 49.18 | 10,872 | -0.46 | -0.71 | 2.67 | -5.47 | 3.88 | 17.18 | 13.56 | 15.49 | 14.92 | 1.16 | |
| 31.62 | 10,709 | 0.65 | 5.49 | 11.37 | 27.43 | 31.22 | 41.96 | NA | NA | 43.25 | 0.90 | |
| 12.35 | 10,590 | -0.27 | 5.41 | 7.76 | 9.54 | 14.59 | NA | NA | NA | 9.85 | 0.93 | |
| 50.41 | 10,214 | 0.13 | 6.78 | 14.26 | 0.61 | -5.62 | 8.14 | 6.13 | 17.56 | 16.43 | 0.67 | |
| 299.46 | 9,344 | 0.49 | 3.42 | 9.26 | 4.98 | 8.48 | 23.26 | 19.69 | 17.07 | 28.34 | 0.89 | |
| 644.48 | 9,279 | 0.39 | 1.59 | 5.85 | 14.55 | 11.30 | 19.18 | 14.42 | 16.26 | 35.77 | 1.00 |
Source: Dion Global
Aug 14, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,256 (+5.11%)
Fund Manager
Mr. Varun Sharma is a Post Graduate Diploma in Management from IIM - Calcutta, Bachelor in Business Studies from Shaheed Sukhdev College of Business Studies, University of Delhi. He was previously working in ICICI Securities as a Equity Research Analyst from February 2010 to August 2014 where he was responsible for equity research sector coverage. Credit Analysis and Research Limited From April 2009 to February 2010 as a Ratings Analyst, IPO & Credit - responsible for ratings of IPO and Credit instruments.
View MoreHere is the list of funds managed by Varun Sharma
Scheme Name(Growth Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Sectoral/Thematic | 14.20 | 942 | 29.57 | NA | |
| Equity - Sectoral/Thematic | 10.30 | 907 | 1.71 | NA | |
| Equity - Sectoral/Thematic | 14.79 | 698 | 19.30 | NA |
Source: Dion Global
Aug 14, 2026
Top Performing Related Funds
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 120.28 | 40,036 | 1.69 | 5.37 | 14.72 | 13.02 | 3.17 | 21.71 | 23.46 | 18.14 | 22.07 | 0.95 | |
| 40.73 | 18,445 | 1.60 | 3.71 | 6.30 | 13.52 | 13.61 | 24.34 | 19.80 | NA | 22.88 | 0.89 | |
| 71.11 | 13,940 | -0.03 | 6.13 | 14.69 | 10.06 | 5.69 | 21.05 | 13.47 | 13.61 | 17.29 | 1.41 | |
| 70.18 | 7,708 | 1.09 | -0.21 | 2.17 | 44.37 | 62.03 | 39.49 | 24.22 | NA | 28.79 | 0.19 | |
| 17.51 | 7,605 | -0.17 | 3.84 | 16.23 | 25.02 | 25.64 | NA | NA | NA | 23.76 | 0.85 | |
| 12.87 | 5,177 | 0.88 | 5.28 | 7.03 | 22.92 | 25.85 | NA | NA | NA | 12.76 | 0.57 |
Source: Dion Global
Aug 14, 2026
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