Motilal Oswal Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 03-07-2026
NAV ₹11.57(R) +0.51% ₹11.86(D) +0.52%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -9.05% -% -% -% -%
Direct -7.96% -% -% -% -%
Benchmark
SIP (XIRR) Regular -5.56% -% -% -% -%
Direct -4.53% -% -% -% -%
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: 03-07-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Business Cycle Fund-Regular Plan-Growth 11.57
0.0600
0.5100%
Motilal Oswal Business Cycle Fund-Regular Plan-IDCW 11.57
0.0600
0.5100%
Motilal Oswal Business Cycle Fund - Direct Plan- Growth 11.86
0.0600
0.5200%
Motilal Oswal Business Cycle Fund - Direct Plan- IDCW 11.86
0.0600
0.5200%

Review Date: 03-07-2026

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 % 5.33
4.90
0.68 | 8.36 5 | 13 Good
3M Return % 11.10
13.30
6.44 | 19.93 10 | 13 Average
6M Return % -7.99
0.27
-7.99 | 6.61 13 | 13 Poor
1Y Return % -9.05
0.79
-9.05 | 5.70 13 | 13 Poor
1Y SIP Return % -5.56
6.89
-5.56 | 17.77 13 | 13 Poor
Return data last Updated On : July 3, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 5.43 5.00 0.80 | 8.46 5 | 13 Good
3M Return % 11.41 13.67 6.83 | 20.38 10 | 13 Average
6M Return % -7.53 0.91 -7.53 | 7.41 13 | 13 Poor
1Y Return % -7.96 2.15 -7.96 | 7.39 13 | 13 Poor
1Y SIP Return % -4.53 8.28 -4.53 | 19.52 13 | 13 Poor
Return data last Updated On : July 3, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 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
03-07-2026 11.5666 11.8619
02-07-2026 11.5075 11.8009
01-07-2026 11.3655 11.6549
30-06-2026 11.324 11.612
29-06-2026 11.2445 11.5302
25-06-2026 11.3561 11.6432
24-06-2026 11.4195 11.7077
23-06-2026 11.3579 11.6442
22-06-2026 11.5062 11.7959
19-06-2026 11.4487 11.7358
18-06-2026 11.4586 11.7456
17-06-2026 11.4503 11.7368
16-06-2026 11.3692 11.6532
15-06-2026 11.2786 11.56
12-06-2026 10.9888 11.2619
11-06-2026 10.71 10.9758
10-06-2026 10.823 11.0913
09-06-2026 11.0029 11.2752
08-06-2026 10.9106 11.1803
05-06-2026 11.134 11.4082
04-06-2026 11.1451 11.4191
03-06-2026 10.9808 11.2505

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.