|
NAV as on Aug 17, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
2.43%
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 - Regular Plan Fund Details
Investment Objective - NA
Fund House
Return Since Launch
12.81%
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 17, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | -0.06 | 3.84 | 16.23 | 9.07 | 3.38 | NA | NA | NA | 12.81 |
| Category Average (%) | -0.20 | 2.42 | 7.38 | 6.49 | 9.39 | 8.24 | 5.56 | NA | 12.58 |
| Rank within Category | 438 | 317 | 49 | 363 | 697 | NA | NA | NA | 504 |
Source: Dion Global
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 21.49 | 38,299 | -0.65 | 0.80 | 4.27 | -11.78 | -5.66 | 5.01 | 7.72 | NA | 10.61 | 1.70 | |
| 17.85 | 16,123 | -0.56 | 0.96 | 2.82 | -1.92 | -5.41 | 3.89 | 8.39 | NA | 10.96 | 1.81 | |
| 51.91 | 13,540 | -10.10 | -4.45 | 1.47 | -10.48 | -13.93 | -4.98 | -4.68 | 5.76 | 11.41 | 1.88 | |
| 24.89 | 11,229 | -0.56 | -2.96 | 2.77 | -6.08 | -19.68 | -8.59 | -7.03 | -2.45 | 5.20 | 1.90 | |
| 39.15 | 10,872 | -0.47 | -2.25 | 3.07 | -6.33 | 2.89 | 16.13 | 12.46 | 12.91 | 12.65 | 2.15 | |
| 30.63 | 10,709 | 2.24 | 5.37 | 13.11 | 25.71 | 30.43 | 39.96 | NA | NA | 41.71 | 1.79 | |
| 12.06 | 10,590 | -0.36 | 4.26 | 8.49 | 8.41 | 13.57 | NA | NA | NA | 8.65 | 1.84 | |
| 40.59 | 10,214 | -1.81 | 4.13 | 11.97 | -5.46 | -11.38 | 5.06 | 3.21 | 15.45 | 14.07 | 1.76 | |
| 38.43 | 9,344 | 0.47 | 3.32 | 8.93 | 4.36 | -1.11 | 11.98 | 8.71 | 6.67 | 5.23 | 2.08 | |
| 123.20 | 9,279 | -0.92 | 1.70 | 4.69 | 12.14 | 1.74 | 8.35 | 6.50 | 6.50 | 11.97 | 1.85 |
Source: Dion Global
Aug 17, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,169 (+3.38%)
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(IDCW Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Sectoral/Thematic | 14.13 | 942 | 28.99 | NA | |
| Equity - Sectoral/Thematic | 9.99 | 907 | -0.20 | NA | |
| Equity - Sectoral/Thematic | 14.55 | 698 | 18.03 | NA |
Source: Dion Global
Aug 17, 2026
Top Performing Related Funds
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 47.11 | 40,036 | 0.35 | 5.20 | 14.78 | 4.11 | -4.61 | 15.30 | 14.90 | 8.94 | 13.22 | 1.70 | |
| 26.35 | 18,445 | 0.78 | 3.92 | 6.99 | 5.57 | 5.12 | 14.47 | 10.55 | NA | 15.26 | 1.85 | |
| 33.39 | 13,940 | -0.31 | 4.98 | 14.92 | 1.05 | -2.53 | 12.18 | 4.73 | 5.55 | 10.29 | 2.24 | |
| 16.96 | 7,605 | -0.53 | 4.19 | 16.18 | 24.22 | 24.57 | NA | NA | NA | 22.19 | 1.97 | |
| 31.61 | 4,784 | 1.18 | 4.13 | 5.73 | 8.42 | 5.97 | 13.95 | 8.95 | 9.75 | 10.45 | 2.12 | |
| 14.61 | 4,492 | -0.28 | 7.67 | 19.67 | 17.43 | 10.50 | NA | NA | NA | 19.23 | 2.37 |
Source: Dion Global
Aug 17, 2026
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