← Motilal Oswal Mutual Fund
Motilal Oswal Business Cycle Fund - Direct Plan- IDCW
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF247L01DH4
NAV · 06-Jul-2026
₹11.9141
1M
+5.43%
6M
-7.25%
1Y (CAGR)
-7.97%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+6.72%
NAV history
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Risk & SIP analytics
Volatility (3y)
19.33%
Downside dev (3y)
13.44%
Max drawdown (3y)
-25.0%
Calendar-year returns
2025 -2.3%
Fund facts
Fund managerVarun Sharma · Swapnil Mayekar · Ankit Agarwal · Rakesh Shetty · Atul Mehra
AUM₹14,943 Cr
Expense ratio0.99% · 2026-05-31
TER · AMFI officialDirect 1.00% · Regular 2.14% (2026-06-30)
Launch date07-Aug-2024
Plan typeOpen Ended · Equity
Min lumpsum₹500
Min SIP₹500
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 ↗