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Benchmark Investments

Motilal Oswal Business Cycle Fund-Reg(G)

very highequity
11.84 0.09(0.78%) NAV as on 04 Feb 2026
-5.53 % 1 M
2.26 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

2.06

As on 31 Dec, 2025
Age :

1 yrs 5 m

Since 27 08 ,2024
Exit Load :

1%

AUM :

2,113.48 Crs

Portfolio Price To Book Value :

9.16

Investing Style :

Large Growth

Min. Investment :

SIP 500 & Lumpsum 500

Category :

thematic fund

Fund Manager :

Ajay Khandelwal,Atul Mehra,Ankit Agarwal

Launch Date :

27-Aug-24

Scheme Benchmark :

NA

FUND OBJECTIVE

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Dec 31 ,2025
Others 14.82 %
Equity 85.18 %

TOP HOLDINGS

Persistent Systems Ltd.10.09 %
Bharti Airtel Ltd.9.46 %
Shaily Engineering Plastics Ltd.9.36 %
Kalyan Jewellers India Ltd.8.04 %
Coforge Ltd.7.48 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

IT - Software17.57
Telecommunication - Service Provider9.46
Plastic Products9.36
Diamond & Jewellery8.04
e-Commerce6.17
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 03-Feb-2026)11.5711.75
Net Assets(Rs Crores) (as on 03-Feb-2026) 1751.58 2113.48
Scheme Returns(%)(Absolute)15.733.16
B'mark Returns(%)(Absolute)NANA
Category Rank2/119115/129

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2025-20267.79-2.522.53NA
2024-2025NANA13.89-10.61

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Business Cycle Fund-Reg(G)Very HighEquity11.840.09(0.78%)NAV As on 04 Feb, 202627-Aug-2024Inception Date2,113.48AUM In Cr.2.26%1YNA%3YNA%5Y12.45%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity67.710.48(0.71%)NAV As on 04 Feb, 202618-Nov-2009Inception Date1,448.71AUM In Cr.21.30%1Y32.02%3Y27.04%5Y12.51%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity253.555.61(2.26%)NAV As on 04 Feb, 202621-Feb-2000Inception Date8,380.36AUM In Cr.7.30%1Y30.14%3Y20.20%5Y13.26%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity35.570.83(2.39%)NAV As on 04 Feb, 202630-Dec-2019Inception Date5,643.33AUM In Cr.20.74%1Y29.49%3Y27.86%5Y23.12%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity19.670.08(0.40%)NAV As on 04 Feb, 202629-Nov-2021Inception Date902.16AUM In Cr.12.18%1Y24.99%3YNA%5Y17.54%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity292.913.24(1.12%)NAV As on 04 Feb, 202616-Apr-2004Inception Date3,905.77AUM In Cr.18.13%1Y24.83%3Y19.22%5Y16.74%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

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