Motilal Oswal Business Cycle Fund - Direct (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Motilal Oswal Business Cycle Fund - Direct (IDCW) (45012) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Motilal Oswal Business Cycle Fund - Direct (IDCW)
Motilal Oswal Asset Management Company Limited
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Strong Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
New Team
Quality Score
Good Quality
Motilal Oswal Business Cycle Fund - Direct (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Good Entry Point
Fund shows strong fundamentals and positive indicators for investment.
Consider investing based on your risk profile and investment goals.
Good Entry Point
Fund shows strong fundamentals and positive indicators for investment.
Consider investing based on your risk profile and investment goals.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Equity Exposure
Market exposure level
Cost Efficiency
Fund management costs
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Management Stability
Fund manager experience
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 25.61% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Coforge Ltd | IT - Software | 10.09% |
| Net CA & Others | Debt Others | 10.08% |
| Kalyan Jewellers India Ltd | Diamond, Gems and Jewellery | 9.15% |
| Dixon Technologies (India) Ltd | Consumer Durables | 8.64% |
| Ellenbarrie Industrial Gases Ltd | Chemicals | 8.55% |
| Shaily Engineering Plastics Ltd | Plastic products | 8.14% |
| Persistent Systems Ltd | IT - Software | 7.94% |
| Trent Ltd | Retail | 6.43% |
| Polycab India Ltd | Cables | 5.25% |
| CG Power & Industrial Solutions Ltd | Capital Goods - Electrical Equipment | 5.19% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
Motilal Oswal Business Cycle Fund - Direct (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 4.17% | 20.90% | -2.29% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 3.98% | 20.48% | -2.95% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | -2.44% | 13.09% | 3.74% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | -2.44% | 13.09% | 3.74% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 2.59% | 13.30% | 0.45% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 2.59% | 13.30% | 0.45% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 3.31% | 7.85% | -5.66% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 3.11% | 13.18% | -7.36% |
Category Average Returns
Ajay Khandelwal
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.