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NAV as on Jul 24, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
2.14%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 1,465 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
9.86%
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
184.00 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
Jul 24, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | -2.01 | 4.60 | 8.82 | 4.43 | -4.26 | NA | NA | NA | 9.86 |
| Category Average (%) | -1.33 | -0.03 | 4.31 | 6.60 | 3.43 | 7.84 | 5.68 | NA | 11.29 |
| Rank within Category | 832 | 15 | 176 | 543 | 896 | NA | NA | NA | 614 |
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(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 20.85 | 37,257 | -2.20 | -1.56 | 0.72 | -11.88 | -9.39 | 4.75 | 7.61 | NA | 10.26 | 1.72 | |
| 17.45 | 16,138 | -2.08 | -1.91 | 0.29 | -0.96 | -8.01 | 3.26 | 8.49 | NA | 10.63 | 1.82 | |
| 53.70 | 12,547 | -1.83 | 3.03 | 3.31 | -15.88 | -21.90 | -2.81 | -4.31 | 6.26 | 11.71 | 1.93 | |
| 24.74 | 11,034 | -3.55 | -2.25 | 0.37 | -20.58 | -21.44 | -9.71 | -7.12 | -2.24 | 5.18 | 1.90 | |
| 38.73 | 10,845 | -3.29 | -2.73 | -0.71 | -3.81 | 0.29 | 14.07 | 12.41 | 13.29 | 12.62 | 2.05 | |
| 29.17 | 10,529 | 0.33 | -0.19 | 11.47 | 29.64 | 22.01 | 39.44 | NA | NA | 40.54 | 1.80 | |
| 11.41 | 10,328 | -1.36 | 0.20 | 3.30 | 8.73 | 4.62 | NA | NA | NA | 6.20 | 1.82 | |
| 38.16 | 9,196 | -2.10 | 2.97 | -0.74 | -19.82 | -18.75 | 3.96 | 3.66 | 14.68 | 13.50 | 1.77 | |
| 36.62 | 9,192 | -1.34 | -1.73 | 3.09 | 3.34 | -7.48 | 10.88 | 8.25 | 6.29 | 5.05 | 2.10 | |
| 120.09 | 9,044 | -0.86 | 0.77 | 9.68 | 6.01 | -2.44 | 9.31 | 5.71 | 6.17 | 11.88 | 1.86 |
Source: Dion Global
Jul 24, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹4,787 (-4.26%)
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 | 9.42 | 805 | -7.29 | NA | |
| Equity - Sectoral/Thematic | 13.34 | 756 | 19.24 | NA | |
| Equity - Sectoral/Thematic | 13.92 | 642 | 9.80 | NA |
Source: Dion Global
Jul 24, 2026
Top Performing Related Funds
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 43.94 | 37,474 | -1.87 | 3.52 | 6.97 | -1.10 | -11.33 | 12.90 | 14.19 | 8.40 | 12.66 | 1.53 | |
| 24.98 | 18,413 | -1.50 | -1.44 | 2.08 | 6.89 | -5.03 | 12.85 | 9.81 | NA | 14.51 | 1.67 | |
| 31.11 | 13,294 | -2.20 | 2.45 | 6.31 | -3.22 | -10.81 | 9.41 | 4.02 | 5.06 | 9.71 | 1.70 | |
| 16.20 | 7,179 | -0.46 | 1.19 | 14.57 | 27.82 | 13.37 | NA | NA | NA | 20.66 | 1.81 | |
| 30.10 | 4,862 | -0.84 | -1.57 | 3.09 | 7.95 | -5.48 | 12.29 | 8.45 | 9.47 | 10.05 | 1.90 | |
| 13.39 | 4,226 | -1.34 | 3.39 | 11.70 | 10.43 | -1.24 | NA | NA | NA | 14.99 | 1.91 |
Source: Dion Global
Jul 24, 2026
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