OriginFunds
Motilal Oswal Mutual Fund

Motilal Oswal Business Cycle Fund-Regular Plan-IDCW

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF247L01DE1
NAV · 06-Jul-2026
11.6172
1M
+5.33%
6M
-7.72%
1Y (CAGR)
-9.05%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+5.28%

NAV history

10.6811.6312.5702-09-202403-07-202611.57
 hover for values

Risk & SIP analytics

Volatility (3y)
19.32%
Downside dev (3y)
13.46%
Max drawdown (3y)
-25.3%
Calendar-year returns
2025 -3.7%

Fund facts

AUM₹14,943 Cr
TER · AMFI officialDirect 1.00% · Regular 2.14% (2026-06-30)
Launch date07-Aug-2024
Plan typeOpen Ended · Equity
Min lumpsumRs. 500/- and in multiples of Re.1/- thereafter
Lock-inNone
Volatility19.30
AMCMotilal Oswal Asset Management Company Limited

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.

scheme documents ↗