Sectoral/ ThematicMotilal Oswal Asset Management Company LimitedNot enough history yet

Motilal Oswal Business Cycle Fund - Direct Plan- Growth

Benchmark: Nifty 500 TRI · Riskometer: Very High

₹13.1887

NAV (2026-08-31)

₹1,547.14 Cr

AUM (2026-08-31)

1.46%

EXPENSE RATIO (DIRECT)

2024-08-07

INCEPTION

?Quality · -/100

?Safety · -/100

?Compound · -/100

Punji Fund Health Score - percentile-within-category. See methodology.

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Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

Min rolling CAGRMedian rolling CAGRMax rolling CAGR

Category RankRisk MetricsHoldingsSimilar FundsPunji Analytics

Not enough data yet to rank this fund against its category.

This fund is less than three years old, so a three-year risk history does not exist yet.

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Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

Banks 12.33%Healthcare Services 11.15%IT - Software 8.4%Electrical Equipment 7.77%Retailing 7.64%Finance 6.88%Consumer Durables 6.21%Commercial Services & Supplies 5.57%Pharmaceuticals & Biotechnology 5.57%Chemicals & Petrochemicals 5.25%Other 4.56%Auto Components 4.53%Capital Markets 4.41%Telecom - Services 3.2%Automobiles 2.31%Financial Technology (Fintech) 2.12%Realty 2.1%

TOP HOLDINGS

Coforge Limited (IT - Software)5.26%

Ellenbarrie Industrial Gases Limited (Chemicals & Petrochemicals)5.25%

Eternal Limited (Retailing)5.04%

Kalyan Jewellers India Limited (Consumer Durables)4.28%

Healthcare Global Enterprises Limited (Healthcare Services)4.23%

RBL Bank Limited (Banks)3.84%

Max Healthcare Institute Limited (Healthcare Services)3.58%

IndusInd Bank Limited (Banks)3.49%

Apollo Hospitals Enterprise Limited (Healthcare Services)3.34%

Firstsource Solutions Limited (Commercial Services & Supplies)3.29%

Matching peers needs three years of risk history, which this fund does not have yet.

19.0866

P/E Ratio

2.1788

Dividend Yield (%)

81.48

Active Share (%)

1.84

Portfolio Turnover - Total (%)

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Asset Allocation

As of Jul-2026

Equity 95.44%Debt 0%Cash 4.56%

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Market Cap Split

As of Jul-2026

Large 38.52%Mid 50.88%Small 9.47%

Portfolio analytics as of Jul-2026.

Data as of 2026-09-02. Source: AMFI disclosures via Punji. Not investment advice.