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Motilal Oswal Business Cycle Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.55 | 81.49 | 4.54 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.39 | 47.89 | 1.44 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Peers & Comparison
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal Business Cycle Fund | — | — | — |
| ICICI Pru India Opp Fund | 31.10% | 27.74% | 24.94% |
| HDFC Manufacturing Fund | — | — | — |
| SBI Innovative Opportunities Fund | — | — | — |
Price Comparison
Compare Motilal Oswal Business Cycle Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Sep 2024
Nov 2024
ACTUAL
Sep 2024
Nov 2024
Sector Distribution
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Shaily Engineering Plastics Ltd3M change : 0.84 %
Holdings
9.59 %
0.84 % - Polycab India Ltd3M change : 3.70 %
Holdings
9.44 %
3.70 % - Coforge Ltd3M change : 7.33 %
Holdings
9.31 %
7.33 %
AMC Profile
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
41
Total AUM
₹ 82,786.50 Cr.
Fund Manager Profile
Ajay Khandelwal
AUM: ₹59,330.68 Cr.
|
Exp: 10yrs
Niket Shah
AUM: ₹43,845.96 Cr.
|
Exp: —
Atul Mehra
AUM: ₹33,404.94 Cr.
|
Exp: 15yrs
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%