Motilal Oswal Mutual Fundimage

Motilal Oswal Business Cycle Fund

EquitySectoral/ThematicIDCW-ReinvestmentIDCWGrowth

Fund Overview

NAV (13 Dec 24)

₹ 13.14

AUM (in Cr)

-

3 Months Returns

% 18.68

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Motilal Oswal Business Cycle Fund
16.93
18.68
0.00
0.00
0.00
0.00
Nifty 500
4.17
-2.59
6.40
25.61
16.53
20.36
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

Note:  Benchmark Performance is not available due to periodic changes in underlying Benchmark composition. Performance related to other similar category of funds are displayed here. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However, there can be no assurance that the investment objective of the scheme will be realized.

Expense Ratio
% 2.08
Benchmark
Nifty 500
AUM
-
Inception Date
07 Aug 2024
Turnover Ratio
-
Exit Load
1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.
Asset Class
Equity

Total AUM

₹ 75662.27

No. of Schemes under this AMC

51

Phone

39804263

Email

mfservice@motilaloswal.com

Incorporation Date

12/29/2009

Address

Motilal Oswal Tower, 10th Floor,, Rahimtullah Sayani Road,, Opposite Parel ST Depot,

Mumbai - 400025

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