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Benchmark Investments

Motilal Oswal Business Cycle Fund-Reg(G)

very highequity
12.91 -0.03(-0.25%) NAV as on 05 Dec 2025
-1.12 % 1 M
1.22 % 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 :

2.03

As on 30 Nov, 2025
Age :

1 yrs 3 m

Since 27 08 ,2024
Exit Load :

1%

AUM :

2,151.21 Crs

Portfolio Price To Book Value :

12.21

Investing Style :

Small Growth

Min. Investment :

SIP 500 & Lumpsum 500

Category :

thematic fund

Fund Manager :

Ajay Khandelwal,Niket Shah,Atul Mehra

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 Oct 31 ,2025
Others 16.48 %
Equity 83.52 %

TOP HOLDINGS

Shaily Engineering Plastics Ltd.9.52 %
Kalyan Jewellers India Ltd.8.29 %
Eternal Ltd.7.39 %
Coforge Ltd.7.23 %
Persistent Systems Ltd.6.88 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

IT - Software14.11
Plastic Products9.52
Diamond & Jewellery8.29
e-Commerce7.39
Consumer Durables - Electronics6.71
See All Sectors

5-YEARS HISTORY

Financial Year2024-2025
NAV in Rs (as on 31-Mar-2025)11.57
Net Assets(Rs Crores) (as on 31-Mar-2025) 1751.58
Scheme Returns(%)(Absolute)15.73
B'mark Returns(%)(Absolute)NA
Category Rank2/119

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

Financial Year Q1 Q2 Q3 Q4
2025-20267.79-2.52NANA
2024-2025NANA13.89-10.61

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Business Cycle Fund-Reg(G)Very HighEquity12.91-0.03(-0.25%)NAV As on 05 Dec, 202527-Aug-2024Inception Date2,151.21AUM In Cr.1.22%1YNA%3YNA%5Y22.22%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.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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