|
NAV as on Sep 11, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
2.43%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 1,547 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 - Regular Plan Fund Details
Investment Objective - NA
Fund House
Return Since Launch
13.4%
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
39.00 vs 48.39
Fund Vs 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
Sep 11, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 1.08 | 1.85 | 20.44 | 22.83 | -0.88 | NA | NA | NA | 13.40 |
| Category Average (%) | -0.87 | -1.85 | 7.02 | 10.69 | 5.48 | 7.31 | 5.22 | NA | 11.52 |
| Rank within Category | 47 | 62 | 11 | 109 | 786 | NA | NA | NA | 441 |
Source: Dion Global
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(Growth Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 35.39 | 38,338 | -2.45 | -4.48 | 1.78 | -0.17 | -0.84 | 12.39 | 16.84 | NA | 17.94 | 1.70 | |
| 23.97 | 15,873 | -2.20 | -4.23 | 1.35 | -0.25 | -3.03 | 13.19 | 14.42 | NA | 16.75 | 1.81 | |
| 177.07 | 13,661 | -3.15 | -4.84 | 7.17 | 6.06 | -11.32 | 4.51 | 2.75 | 16.52 | 11.44 | 1.88 | |
| 30.56 | 11,478 | 0.41 | 1.98 | 13.01 | 23.85 | 30.19 | 34.70 | NA | NA | 40.58 | 1.79 | |
| 129.55 | 11,331 | -1.71 | -1.19 | 3.55 | 1.06 | -2.09 | 8.47 | 8.77 | 10.81 | 15.24 | 1.90 | |
| 42.99 | 10,873 | -1.19 | -1.84 | 3.21 | -0.05 | 1.59 | 13.96 | 11.43 | 13.43 | 13.48 | 2.15 | |
| 11.86 | 10,752 | -0.94 | -1.98 | 8.40 | 11.45 | 6.97 | NA | NA | NA | 7.63 | 1.84 | |
| 40.65 | 10,322 | -3.31 | -5.53 | 7.36 | 5.25 | -13.85 | 3.06 | 2.30 | 15.82 | 13.99 | 1.76 | |
| 266.95 | 9,717 | 0.10 | -0.74 | 9.09 | 11.16 | 3.12 | 18.71 | 17.42 | 15.58 | 13.21 | 2.08 | |
| 567.34 | 9,479 | -0.60 | -1.47 | 5.87 | 10.31 | 9.73 | 17.52 | 12.63 | 14.55 | 19.88 | 1.85 |
Source: Dion Global
Sep 11, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹4,956 (-0.88%)
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 Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Sectoral/Thematic | 14.82 | 1,155 | 30.54 | NA | |
| Equity - Sectoral/Thematic | 11.33 | 930 | 7.18 | NA | |
| Equity - Sectoral/Thematic | 15.05 | 793 | 15.30 | NA |
Source: Dion Global
Sep 11, 2026
Top Performing Related Funds
Scheme Name(Growth Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 104.74 | 42,852 | 0.39 | 0.83 | 18.77 | 23.67 | -0.23 | 17.11 | 20.79 | 16.30 | 20.58 | 1.70 | |
| 37.95 | 20,159 | 1.55 | 3.03 | 11.60 | 21.79 | 11.87 | 21.18 | 17.73 | NA | 21.35 | 1.85 | |
| 64.31 | 14,160 | 1.07 | 0.84 | 17.08 | 19.97 | 2.10 | 16.69 | 12.21 | 12.29 | 16.23 | 2.24 | |
| 274.34 | 13,815 | 0.52 | -0.40 | -0.30 | 22.40 | 32.43 | 29.83 | 19.57 | 24.08 | 23.88 | 0.60 | |
| 68.15 | 8,354 | 2.50 | 0.22 | 3.36 | 49.45 | 60.97 | 37.98 | 23.24 | NA | 27.98 | 0.47 | |
| 17.19 | 8,150 | 0.58 | 0.85 | 17.27 | 34.03 | 23.76 | NA | NA | NA | 22.19 | 1.97 |
Source: Dion Global
Sep 11, 2026
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