GMP IPO Watch
Motilal Oswal Business Cycle Fund
Motilal Oswal Mutual Fund
Returns
Annualised (CAGR) returns for periods over a year.
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Rank in Category
| Period | This Fund | Category Avg. | Rank |
|---|---|---|---|
| 1W | +0.10% | +0.76% | 184 of 255 |
| 1M | -3.16% | -1.72% | 210 of 254 |
| 3M | +0.03% | -2.69% | 45 of 251 |
| 6M | +8.69% | +3.12% | 55 of 251 |
| YTD | -1.81% | -0.08% | 126 of 255 |
| 1Y | -5.85% | +0.26% | 165 of 228 |
| 2Y | +2.91% | -0.63% | 47 of 185 |
| INCEPTION | +7.30% | — | — |
Ranked among: Equity Scheme - Sectoral/ Thematic.
Rolling Returns
| Period | Average | Best | Worst | Positive Periods | Consistency |
|---|---|---|---|---|---|
| 3M | +2.17% | +20.44% | -21.76% | 64% | 24% |
| 6M | +1.43% | +29.55% | -22.53% | 56% | 21% |
| 1Y | +0.85% | +22.12% | -13.82% | 47% | 17% |
| 2Y | +5.68% | +9.57% | +2.31% | 100% | 42% |
Rolling returns show the average, best and worst outcome an investor would have seen entering at any point in the window.
NAV History
AUM Trend (₹ Cr, quarterly average)
Expense Ratio Trend
Portfolio · Sep 2026
Asset Allocation
- Equity98.13%
- Debt0.00%
- Cash1.87%
- Other0.00%
Market Cap Split
- Large Cap30.93%
- Mid Cap32.84%
- Small Cap34.36%
- Others1.87%
Fundamentals
| Fund | Category | |
|---|---|---|
| P/E | 35.71 | 27.99 |
| P/B | 4.85 | 4.59 |
| Price / Sales | 4.18 | 3.26 |
| Price / Cash Flow | 23.21 | 20.98 |
| Dividend Yield (%) | 0.40 | 1.18 |
Holdings · Sep 2026
| Holding | Sector | Weight | Change (1M) |
|---|---|---|---|
| Eternal | Retailing | 5.65% | +0.22% |
| Coforge | IT - Software | 4.65% | -0.29% |
| RBL Bank | Banks | 4.37% | +0.51% |
| Kalyan Jewellers | Consumer Durables | 4.09% | -0.08% |
| One 97 Communications | Financial Technology (Fintech) | 3.46% | +0.77% |
| Max Healthcare Institute | Equity | 3.40% | +0.03% |
| Urban Company | Retailing | 3.35% | +0.02% |
| Indusind Bank | Banks | 3.29% | -0.19% |
| Prestige Estates Projects | Realty | 3.24% | +1.14% |
| Apollo Hospitals | Equity | 3.22% | -0.07% |
| CG Power & Industrial Solutions | Electrical Equipment | 3.20% | -0.02% |
| Persistent Systems | IT - Software | 3.17% | +0.03% |
| Emmvee Photovoltaic Power | Electrical Equipment | 3.17% | +0.61% |
| Ellenbarrie Industrial Gases | Chemicals & Petrochemicals | 3.15% | -3.22% |
| Samvardhana Motherson International | Auto Components | 3.07% | — |
View all 36 holdings
| BSE | Capital Markets | 3.05% | +0.49% |
| Bharti Airtel | Telecom - Services | 3.02% | +0.11% |
| Firstsource Solutions | Commercial Services & Supplies | 2.95% | +0.09% |
| Groww | Capital Markets | 2.94% | +0.97% |
| ESDS Software Solution | IT - Services | 2.81% | — |
| Ather Energy | Automobiles | 2.76% | -0.36% |
| Biocon | Pharmaceuticals & Biotechnology | 2.68% | -0.12% |
| Shriram Finance | Finance | 2.60% | -0.15% |
| UNO Minda | Auto Components | 2.55% | -0.06% |
| Belrise Industries | Auto Components | 2.26% | +0.22% |
| PNB Housing Finance | Finance | 2.24% | +0.09% |
| OnEMI Technology Solutions | Finance | 2.23% | — |
| IDFC First Bank | Banks | 2.21% | +0.02% |
| WeWork India Management | Commercial Services & Supplies | 2.15% | +0.06% |
| Sansera Engineering | Auto Components | 2.11% | — |
| Muthoot Finance | Finance | 2.11% | -0.04% |
| ABB | Electrical Equipment | 2.07% | -0.12% |
| Triparty Repo | Reverse Repo / TREPS | 1.01% | — |
| Net Receivables / (Payables) | Net Current Assets | 0.86% | — |
| PG Electroplast | Consumer Durables | 0.81% | -1.00% |
| Lenskart Solutions | Retailing | 0.10% | — |
Sector Allocation · Sep 2026
View all 17 sectors
Risk Metrics
Standard Deviation
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | 22.37 | — | High Volatility |
What is this?
Risk as measured by standard deviation is a statistical measure that quantifies the amount of variation or dispersion in a set of data points relative to its mean (average).
Sharpe Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | -0.10 | — | Poor Risk Adjusted Returns |
What is this?
Higher the value means that fund has been able to give better returns for the amount of risk taken. It helps investors understand the return of an investment compared to its risk, showing whether the returns are due to intelligent investing or simply taking on excess risk. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns.
Sortino Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | -0.15 | — | Poor Risk Adjusted Returns |
What is this?
The Sortino Ratio is a financial metric used to measure the risk-adjusted return of an investment. It's a modification of the Sharpe Ratio but with a key difference; it only considers downside risk (the risk of negative returns), rather than total volatility. This means it focuses on how well an investment performs relative to the volatility that leads to losses, ignoring the volatility that results in gains. The idea is that investors are primarily concerned with minimizing losses, and positive volatility is generally seen as a good thing.
Compare With Peers
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
|
Nippon India Taiwan Equity Fund
Regular Plan · IDCW option
|
+99.60% | +55.10% | — | +28.54% |
|
Nippon India Japan Equity Fund
Regular Plan · Bonus Option
|
+27.34% | +22.09% | +9.79% | +8.89% |
|
Franklin Asian Equity Fund
Regular Plan · IDCW
|
+22.02% | +19.22% | +4.06% | +3.99% |
|
Motilal Oswal Active Momentum Fund
Direct Plan · Growth
|
+20.32% | — | — | +26.30% |
|
HDFC Pharma and Healthcare Fund
Direct Plan · IDCW Option
|
+19.95% | +28.44% | — | +28.32% |
|
ICICI Prudential US Bluechip Equity Fund
Regular Plan · IDCW
|
+19.81% | +17.63% | +11.76% | +15.66% |
|
Kotak Healthcare Fund
Regular Plan · IDCW Option
|
+18.64% | — | — | +18.53% |
|
SBI Automotive Opportunities Fund
Direct Plan · IDCW
|
+18.43% | — | — | +10.20% |
|
HDFC Defence Fund
Regular Plan · IDCW Option
|
+18.39% | +33.78% | — | +37.35% |
|
Nippon India US Equity Opportunities Fund
Regular Plan · Growth Option
|
+16.88% | +19.53% | +10.77% | +14.16% |
More From Motilal Oswal Asset Management Company Limited
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
| Motilal Oswal Nasdaq Q50 ETF | +41.25% | +32.22% | — | +13.56% |
|
Motilal Oswal Nasdaq 100 Fund of Fund
Direct plan · Growth
|
+33.28% | +36.97% | +23.15% | +26.52% |
| Motilal Oswal Nasdaq 100 ETF | +30.82% | +31.55% | +20.63% | +23.52% |
|
Motilal Oswal S&P 500 Index Fund
Direct Plan · GROWTH
|
+25.66% | +27.09% | +17.95% | +21.13% |
| Motilal Oswal Silver ETF | +23.40% | — | — | +65.22% |
|
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF
Direct Plan · Growth
|
+23.35% | +22.96% | — | +22.37% |
|
Motilal Oswal Focused Fund
Direct Plan · Growth
|
+22.93% | +14.10% | +10.35% | +14.64% |
|
Motilal Oswal Active Momentum Fund
Direct Plan · Growth
|
+20.32% | — | — | +26.30% |
|
Motilal Oswal Small Cap Fund
Direct Plan · Growth
|
+17.34% | — | — | +21.02% |
|
Motilal Oswal Gold and Silver Passive Fund of Funds
Direct Plan · Growth
|
+16.91% | +35.52% | — | +31.16% |
About This Scheme
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.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Data is sourced from AMFI and fund houses via FinAPI and may lag official figures.