Motilal Oswal Business Cycle Fund-Regular Plan-IDCW
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 27-08-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.14% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 0.0 |
| Minimum Topup: 0.0 |
| Total Assets: - |
| Turn over: - | Exit Load: 1% -If redeemed or switched out on or before 3 months from the date of allotment. Nil - If redeemed after 3 Months from the date of allotment. |
11.6208
0.15 (1.2762%)
10.4%
Benchmark: 12.6%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment 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. However, there can be no assurance that the investment objective of the scheme will be realized.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Business Cycle Fund-Regular Plan-IDCW | 27-08-2024 | - | - | - | - | - |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 53.33 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 47.77 | 40.83 | 23.92 | 26.94 | 16.33 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 40.87 | 30.46 | 20.96 | 22.16 | 13.86 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 39.53 | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 39.13 | - | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 34.77 | - | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 33.8 | 29.44 | 14.43 | 23.67 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 33.01 | 25.0 | 18.48 | 21.94 | 14.18 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 32.64 | 22.47 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.42%
Others
24.37%
Large Cap
26.43%
Mid Cap
29.78%
