Motilal Oswal Business Cycle Fund-Regular Plan-Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Downside capture of 132% indicates larger drops during broader market downturns.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +4.11% | +6.32% | -2.21% |
| 3 Months | +0.36% | -0.20% | +0.56% |
| 6 Months | +13.22% | +5.98% | +7.24% |
| 1 Year | -2.68% | +3.90% | -6.58% |
| Since Inception | +8.99% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +1.95% | +4.03% | -2.08% |
| 2025 | -3.70% | +1.43% | -5.13% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -13.81% | +0.32% | -1.15% | +22.12% | 43.2% | 25.5% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2025-11-17 | 2026-03-23 | -25.3% | 4 months | Not yet recovered |
| 2024-12-17 | 2025-01-28 | -19.8% | 1 months | 10 months |
Portfolio & Asset Allocation
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,488 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Bandhan Business Cycle Fund | 3.6 | - | 2.44% | 109.1% | Rs 1,057 cr | Compare → |
| WhiteOak Capital Digital Bharat Fund | 2.6 | - | 3.06% | 58.4% | Rs 522 cr | Compare → |
| SBI Energy Opportunities Fund | 4.9 | - | 1.89% | 89.3% | Rs 8,049 cr | Compare → |
| Edelweiss Consumption Fund | 3.0 | - | 2.60% | 123.1% | Rs 462 cr | Compare → |
| Baroda BNP Paribas Business Conglomerates Fund | 3.8 | - | 2.56% | 109.0% | Rs 593 cr | Compare → |
Frequently Asked Questions about Motilal Oswal Business Cycle Fund
What is the expense ratio of Motilal Oswal Business Cycle Fund?
The expense ratio for Motilal Oswal Business Cycle Fund is currently not reported.
Who manages Motilal Oswal Business Cycle Fund?
Manager tenure details are not reported.
What are the historical returns of Motilal Oswal Business Cycle Fund?
Motilal Oswal Business Cycle Fund has a 1-year return of -2.68%.
How large is Motilal Oswal Business Cycle Fund?
Motilal Oswal Business Cycle Fund manages assets of Rs 1,488 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Motilal Oswal Business Cycle Fund scored on MFIQ?
Motilal Oswal Business Cycle Fund holds an MFIQ Score of 1.6/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Motilal Oswal Business Cycle Fund?
Motilal Oswal Business Cycle Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 18.47% with a maximum historical drawdown of -25.29%.