Motilal Oswal Business Cycle Fund Direct Growth

Motilal Oswal Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 16 Jan '26
₹12.53
Min. SIP amount
₹500
Fund size
₹2,113.48 Cr
Expense ratio
0.88%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,024
+1.71%

Holdings (18)

NameSectorInstrumentsAssets
Persistent Systems Ltd.TechnologyEquity10.09%
Bharti Airtel Ltd.CommunicationEquity9.46%
Shaily Engineering Plastics Ltd.ChemicalsEquity9.36%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity8.04%
Coforge Ltd.TechnologyEquity7.48%
Eternal Ltd.ServicesEquity6.17%
Healthcare Global Enterprises Ltd.HealthcareEquity5.48%
Ellenbarrie Industrial Gases Ltd.ChemicalsEquity4.83%
Muthoot Finance Ltd.FinancialEquity4.51%
PG Electroplast Ltd.Capital GoodsEquity4.08%
ICICI Bank Ltd.FinancialEquity3.18%
AU Small Finance Bank Ltd.FinancialEquity2.69%
Neuland Laboratories Ltd.HealthcareEquity2.47%
Jain Resource Recycling Ltd.Metals & MiningEquity2.46%
Bharat Heavy Electricals Ltd.Capital GoodsEquity2.02%
Thirumalai Chemicals Ltd.ChemicalsEquity1.48%
Supreme Petrochem Ltd.ChemicalsEquity1.36%
Multi Commodity Exchange Of India Ltd.ServicesEquity0.03%
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
Name3M6M1YAll
Fund returns-5.1%-2.5%+4.5%+25.3%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)161412--

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

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

NS
Niket Shah
Aug 2024 - Present
View details

Education
Mr. Shah is a MBA in Finance
Experience
Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

RS
Rakesh Shetty
Aug 2024 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

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 ₹1,37,515 Cr and the Latest NAV as of 16 Jan 2026 is ₹12.53. 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. ;

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₹1,37,514.94 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mailNA
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,