|
NAV as on Dec 24, 2025
Benchmark
NIfty 500 Total Return
Expense Ratio
0.82%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 2,227 Crores
Exit Load
1.00%
Min. Investment
Rs 500
Nav Chart
Motilal Oswal Business Cycle Fund - Direct Plan - IDCW Fund Details
Investment Objective - NA
Fund House
Return Since Launch
21.22%
Launch Date
Aug 7, 2024
Type
Open Ended
Riskometer
Very High
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
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | -0.29 | -2.18 | -0.61 | 3.29 | NA | NA | NA | NA | 21.22 |
| Category Average (%) | 1.52 | 0.48 | 1.31 | 3.55 | 3.87 | 10.23 | 7.75 | NA | 13.35 |
| Rank within Category | 1031 | 1024 | 731 | 512 | 539 | NA | NA | NA | 137 |
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(IDCW Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 27.49 | 33,946 | 0.92 | 0.66 | 4.68 | 6.43 | 3.81 | 14.69 | 18.81 | NA | 15.68 | 0.65 | |
| 21.40 | 15,708 | 1.09 | 0.23 | 3.48 | 6.84 | 6.68 | 14.95 | NA | NA | 16.68 | 0.75 | |
| 145.43 | 15,565 | 1.80 | 4.48 | 9.12 | 1.09 | -4.54 | 13.10 | 12.73 | 13.18 | 22.93 | 0.97 | |
| 11.21 | 11,363 | 1.37 | 0.42 | -0.92 | 5.55 | 8.15 | NA | NA | NA | 7.35 | 0.81 | |
| 77.71 | 11,086 | 0.91 | -0.04 | 4.28 | 3.42 | 6.79 | 7.57 | 9.06 | 8.68 | 17.11 | 1.00 | |
| 45.71 | 9,813 | 1.26 | 1.33 | 6.71 | 7.48 | 20.57 | 22.10 | 18.61 | 17.42 | 15.09 | 0.73 | |
| 10.56 | 9,643 | 1.73 | -0.66 | 2.03 | 3.63 | 10.00 | NA | NA | NA | 3.91 | 0.58 | |
| 10.77 | 9,210 | 2.37 | 0.05 | 0.28 | 0.97 | 3.10 | NA | NA | NA | 4.16 | 0.80 | |
| 168.56 | 8,459 | 0.87 | -0.51 | -0.12 | 1.31 | -7.46 | 16.67 | 10.67 | 6.80 | 24.30 | 0.91 | |
| 41.89 | 8,304 | 1.44 | 0.03 | -7.93 | -3.10 | -3.45 | 21.54 | 14.07 | 8.55 | 11.66 | 0.52 |
Dec 24, 2025
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,014 (+0.29%)
Fund Manager
Mr. Ajay Khandelwal qualification is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund he has worked with Canara Robeco Mutual Fund, with BOI AXA Mutual Fund, B&K Securities and Infosys.
View MoreHere is the list of funds managed by Ajay Khandelwal
Scheme Name(IDCW Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Mid Cap | 50.32 | 38,003 | -14.41 | 18.87 | |
| Equity - Large & Mid Cap | 28.01 | 15,146 | -8.40 | 18.37 | |
| Equity - Flexi Cap | 36.05 | 14,312 | -8.48 | 6.72 | |
| Equity - Small Cap | 14.37 | 5,862 | -3.80 | NA | |
| Equity - Multi Cap | 13.66 | 4,720 | 0.36 | NA | |
| Equity - ELSS | 38.99 | 4,444 | -12.12 | 15.10 | |
| Equity - Large Cap | 13.85 | 3,034 | 4.57 | NA | |
| Equity - Sectoral/Thematic | 12.87 | 2,227 | 0.29 | NA | |
| Equity - Sectoral/Thematic | 11.37 | 771 | -3.31 | NA | |
| Equity - Sectoral/Thematic | 12.25 | 318 | NA | NA |
Dec 24, 2025
Top Performing Related Funds
Scheme Name(IDCW Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 50.32 | 38,003 | 0.61 | -1.79 | -2.83 | -2.16 | -14.41 | 19.89 | 18.87 | 9.92 | 14.63 | 0.72 | |
| 28.01 | 15,146 | 3.70 | -0.33 | -2.90 | 0.82 | -8.40 | 19.63 | 18.37 | NA | 18.14 | 0.69 | |
| 36.05 | 14,312 | 0.82 | -1.17 | -2.17 | -0.98 | -8.48 | 15.86 | 6.72 | 7.40 | 11.62 | 0.85 | |
| 14.37 | 5,862 | 1.74 | -1.21 | -0.75 | 1.28 | -3.80 | NA | NA | NA | 20.01 | 0.67 | |
| 13.66 | 4,720 | 0.24 | -2.28 | -2.53 | 0.20 | 0.36 | NA | NA | NA | 22.98 | 0.72 | |
| 38.99 | 4,444 | 4.13 | -0.89 | -3.09 | -1.04 | -12.12 | 18.02 | 15.10 | 13.30 | 13.26 | 0.64 |
Dec 24, 2025
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