Motilal Oswal Business Cycle Fund-Regular Plan-IDCW
Expense Ratio: 2.03
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 07-08-2024
Exit Load: Nil
Fund Size:₹2,162.52 Cr
Performance
1Y
Fund-5.84%
Cat. Avg.N/A
2Y
Fund2.91%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund7.29%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Persistent Systems Limited | 281.90 | 9.69% |
| 2 | Kalyan Jewellers India Limited | 263.13 | 9.05% |
| 3 | Eternal Limited | 234.90 | 8.08% |
| 4 | Coforge Limited | 211.79 | 7.28% |
| 5 | Healthcare Global Enterprises Limited | 188.76 | 6.49% |
| 6 | ICICI Bank Limited | 155.90 | 5.36% |
| 7 | Net Receivables / (Payables) | 150.03 | 5.16% |
| 8 | PG Electroplast Limited | 139.50 | 4.80% |
| 9 | HDFC Bank Limited | 130.73 | 4.50% |
| 10 | Bharti Airtel Limited | 117.11 | 4.03% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 62046 | +3.4% | +7.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.4% | +2.4% |
| SI | 09 Sep, 24 | 1.30 L. | 1.34 L. | +3.1% | +2.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94158 | -5.8% | -5.8% |
| 2Y | 16 Oct, 24 | 1 L. | 1.06 L. | +5.9% | +2.9% |
| SI | 02 Sep, 24 | 1 L. | 1.16 L. | +16.1% | +7.3% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.