Motilal Oswal Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 02-04-2026
NAV ₹10.22(R) +0.21% ₹10.45(D) +0.21%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -11.11% -% -% -% -%
Direct -9.98% -% -% -% -%
Benchmark
SIP (XIRR) Regular -28.32% -% -% -% -%
Direct -27.45% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM

No data available

NAV Date: 02-04-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Business Cycle Fund-Regular Plan-Growth 10.22
0.0200
0.2100%
Motilal Oswal Business Cycle Fund-Regular Plan-IDCW 10.22
0.0200
0.2100%
Motilal Oswal Business Cycle Fund - Direct Plan- Growth 10.45
0.0200
0.2100%
Motilal Oswal Business Cycle Fund - Direct Plan- IDCW 10.45
0.0200
0.2100%

Review Date: 02-04-2026

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.88
-7.80
-9.72 | -5.65 2 | 13 Very Good
3M Return % -18.44
-12.74
-18.44 | -9.28 13 | 13 Poor
6M Return % -17.83
-11.07
-17.83 | -3.02 13 | 13 Poor
1Y Return % -11.11
-2.96
-11.11 | 5.04 13 | 13 Poor
1Y SIP Return % -28.32
-17.20
-28.32 | -6.30 13 | 13 Poor
Return data last Updated On : April 2, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.83 -7.69 -9.60 | -5.44 2 | 13 Very Good
3M Return % -18.26 -12.46 -18.26 | -8.95 13 | 13 Poor
6M Return % -17.39 -10.48 -17.39 | -2.24 13 | 13 Poor
1Y Return % -9.98 -1.62 -9.98 | 6.76 13 | 13 Poor
1Y SIP Return % -27.45 -16.04 -27.45 | -4.74 13 | 13 Poor
Return data last Updated On : April 2, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Motilal Oswal Business Cycle Fund NAV Regular Growth Motilal Oswal Business Cycle Fund NAV Direct Growth
02-04-2026 10.2238 10.4543
01-04-2026 10.2027 10.4325
30-03-2026 9.9753 10.1994
27-03-2026 10.2455 10.4751
25-03-2026 10.4235 10.6567
24-03-2026 10.1824 10.41
23-03-2026 9.9433 10.1653
20-03-2026 10.2247 10.4525
19-03-2026 10.1655 10.3918
18-03-2026 10.5174 10.7513
17-03-2026 10.2909 10.5197
16-03-2026 10.1768 10.4028
13-03-2026 10.157 10.382
12-03-2026 10.3801 10.6099
11-03-2026 10.5016 10.7338
10-03-2026 10.5841 10.818
09-03-2026 10.4333 10.6636
06-03-2026 10.6709 10.9059

Fund Launch Date: 28/Aug/2024
Fund Category: Business Cycle Fund
Investment Objective: To achieve long-term capital appreciation by investing in equity and equity-related instruments with a focus on riding business cycles through sector and stock allocation.
Fund Description: An open-ended equity scheme following the business cycle theme, dynamically allocating across sectors and stocks at different stages of business cycles.
Fund Benchmark: Nifty 500 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.