Motilal Oswal Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 20-05-2026
NAV ₹11.01(R) +0.12% ₹11.28(D) +0.13%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -8.97% -% -% -% -%
Direct -7.85% -% -% -% -%
Benchmark
SIP (XIRR) Regular -16.5% -% -% -% -%
Direct -15.55% -% -% -% -%
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: 20-05-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Business Cycle Fund-Regular Plan-Growth 11.01
0.0100
0.1200%
Motilal Oswal Business Cycle Fund-Regular Plan-IDCW 11.01
0.0100
0.1200%
Motilal Oswal Business Cycle Fund - Direct Plan- Growth 11.28
0.0100
0.1300%
Motilal Oswal Business Cycle Fund - Direct Plan- IDCW 11.28
0.0100
0.1300%

Review Date: 20-05-2026

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 % -1.46
-0.32
-2.65 | 5.01 11 | 13 Average
3M Return % -2.76
-1.35
-4.96 | 5.22 10 | 13 Average
6M Return % -16.33
-4.73
-16.33 | -0.23 13 | 13 Poor
1Y Return % -8.97
0.76
-8.97 | 6.09 13 | 13 Poor
1Y SIP Return % -16.50
-2.63
-16.50 | 6.21 13 | 13 Poor
Return data last Updated On : May 20, 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 % -1.37 -0.21 -2.53 | 5.14 11 | 13 Average
3M Return % -2.53 -1.03 -4.60 | 5.61 10 | 13 Average
6M Return % -15.90 -4.11 -15.90 | 0.52 13 | 13 Poor
1Y Return % -7.85 2.16 -7.85 | 7.80 13 | 13 Poor
1Y SIP Return % -15.55 -1.30 -15.55 | 7.80 13 | 13 Poor
Return data last Updated On : May 20, 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
20-05-2026 11.0135 11.279
19-05-2026 10.9999 11.2647
18-05-2026 10.8853 11.147
15-05-2026 10.8907 11.1514
14-05-2026 10.9465 11.2082
13-05-2026 10.8674 11.1269
12-05-2026 10.902 11.1619
11-05-2026 11.2267 11.494
08-05-2026 11.4443 11.7157
07-05-2026 11.3625 11.6316
06-05-2026 11.3046 11.572
05-05-2026 11.0058 11.2657
04-05-2026 11.0297 11.2898
30-04-2026 10.9816 11.2392
29-04-2026 11.0426 11.3013
28-04-2026 11.0793 11.3384
27-04-2026 11.131 11.391
24-04-2026 10.976 11.2313
23-04-2026 11.1879 11.4478
22-04-2026 11.2089 11.4689
21-04-2026 11.2747 11.5359
20-04-2026 11.177 11.4356

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.