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Motilal Oswal Business Cycle Fund Direct Growth
Equity
Thematic
Very High Risk
NAV: 27 Feb '26
₹11.21
Min. for SIP
₹500
Fund size
₹1,868.99 Cr
Expense ratio
1.53%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,127 | -5.82% | |
| 6 months | ₹30,000 | ₹27,286 | -9.05% | |
| 1 year | ₹60,000 | ₹55,349 | -7.75% |
Holdings (19)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Persistent Systems Ltd. | Technology | Equity | 9.33% |
| Shaily Engineering Plastics Ltd. | Chemicals | Equity | 8.96% |
| Coforge Ltd. | Technology | Equity | 8.41% |
| Bharti Airtel Ltd. | Communication | Equity | 7.98% |
| HDFC Bank Ltd. | Financial | Equity | 7.70% |
| Eternal Ltd. | Services | Equity | 7.32% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 6.77% |
| Healthcare Global Enterprises Ltd. | Healthcare | Equity | 5.54% |
| ICICI Bank Ltd. | Financial | Equity | 5.44% |
| PG Electroplast Ltd. | Capital Goods | Equity | 4.40% |
| Ellenbarrie Industrial Gases Ltd. | Chemicals | Equity | 4.36% |
| Muthoot Finance Ltd. | Financial | Equity | 3.84% |
| AU Small Finance Bank Ltd. | Financial | Equity | 3.14% |
| Jain Resource Recycling Ltd. | Metals & Mining | Equity | 2.75% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 2.44% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.18% |
| Thirumalai Chemicals Ltd. | Chemicals | Equity | 1.37% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.16% |
| UNO Minda Ltd. | Automobile | Equity | 0.10% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -13.7% | -9.3% | +2.8% | +15.7% |
| Category average (Equity Thematic) | -- | -- | -0.6% | -- |
| Rank (Equity Thematic) | 18 | 18 | 15 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
SPMSwapnil P MayekarNov 2025 - PresentView details
SPM
Swapnil P Mayekar
Nov 2025 - Present
View details
VSVarun SharmaJan 2026 - PresentView details
VS
Varun Sharma
Jan 2026 - Present
View details
AAAnkit AgarwalJan 2026 - PresentView details
AA
Ankit Agarwal
Jan 2026 - Present
View details
RSRakesh ShettyAug 2024 - PresentView details
RS
Rakesh Shetty
Aug 2024 - Present
View details
AMAtul MehraAug 2024 - PresentView details
AM
Atul Mehra
Aug 2024 - Present
View details
About Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,36,181 Cr and the Latest NAV as of 27 Feb 2026 is ₹11.21.
The Motilal Oswal Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 365 days.
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Investment Objective
The scheme seeks 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.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#19 in India
Total AUM₹1,36,181.42 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,