Motilal Oswal Asset Management Company Ltd

Motilal Oswal Business Cycle Fund - Direct Plan- Growth

As on 27 May 2025

Motilal Oswal Business Cycle Fund - Direct Plan- Growth

Q: What kind of returns does Motilal Oswal Business Cycle Fund - Direct Plan- Growth provide?

Motilal Oswal Business Cycle Fund - Direct Plan- Growth aims to generate capital appreciation by investing mainly in public sector undertakings (PSUs). Historically, its returns have often shown moderate to high growth rate depending on market conditions. Motilal Oswal Business Cycle Fund - Direct Plan- Growth had a return of NA over the past 1 year.

Q: How much expense ratio is charged by Motilal Oswal Business Cycle Fund - Direct Plan- Growth?

The expense ratio for Motilal Oswal Business Cycle Fund - Direct Plan- Growth, or any other mutual fund, is the yearly fee you pay for managing your investments. As of 27 May 2025, the expense ratio charged by Motilal Oswal Business Cycle Fund - Direct Plan- Growth is typically around 0.98 %. This fee covers fund management, administrative, and other operational costs. It is relatively low compared to actively managed funds, reflecting its direct growth option.

Q: What is the AUM of Motilal Oswal Business Cycle Fund - Direct Plan- Growth?

As of 27 May 2025, the Assets Under Management (AUM) of Motilal Oswal Business Cycle Fund - Direct Plan- Growth is approximately ₹1745.5164 crore. The AUM can fluctuate based on market conditions and investor activity. It indicates the total value of assets managed by the fund.

Q: What is the NAV of Motilal Oswal Business Cycle Fund - Direct Plan- Growth?

The Net Asset Value (NAV) of Motilal Oswal Business Cycle Fund - Direct Plan- Growth is updated daily and reflects the per-unit value of the fund's assets. As of 27 May 2025 , the NAV is around undefined per unit, but this value might change based on market performance and fund holdings.

Q: What is the PE and PB ratio of Motilal Oswal Business Cycle Fund - Direct Plan- Growth?

The PE ratio for Motilal Oswal Business Cycle Fund - Direct Plan- Growth is 67.4 and the PB ratio is 13.89. The PE ratio is calculated by dividing the market price by the earnings per share, whereas the PB ratio is calculated by dividing the stock price by the book value per share.

Q: What is the exit load of Motilal Oswal Business Cycle Fund - Direct Plan- Growth?

The exit load for Motilal Oswal Business Cycle Fund - Direct Plan- Growth is 0% if units are redeemed within 30 days from the date of investment. After this period, no exit load is applicable. This fee is charged to discourage short-term trading and ensure long-term investment.

Equity

NAV

₹ 12.26

CAGR (3 Years)

AUM (Cr)

₹ 1,745.52

Risk

Very High Risk

About Motilal Oswal Business Cycle Fund - Direct Plan- Growth

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

Breakdown of this Fund

Cables

15.25%

Capital Goods - Electrical Equipment

10.36%

Consumer Durables

17.93%

Debt Others

29.01%

Diamond, Gems and Jewellery

19.03%

E-Commerce/App based Aggregator

7.54%

Finance

5.07%

Healthcare

11.06%

Infrastructure Developers & Operators

2.02%

IT - Software

32.26%

Miscellaneous

3.61%

Petrochemicals

1.04%

Plastic products

19.18%

Retail

20.45%

Telecomm-Service

6.19%

Market Capitalization

Expense Ratio, Exit Load and Tax

Expense Ratio

0.98

Exit Load

1% - If redeemed on or before 365 days from the date of allotment. Nil - If rede...

Stamp Duty

0.005% (from July 1st, 2020)

Tax Implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.