Home Funds Motilal Oswal Business Cycle Fund-Regular Plan-Gro

Motilal Oswal Business Cycle Fund-Regular Plan-Growth

Motilal Oswal · International
High
₹11.36
Current NAV
25 Jun 2026
27.0%
1Y Return
16.0%
3Y CAGR
17.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the International mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.20
Sharpe Ratio
1.10
Beta
-0.30
Alpha
1.44
Sortino
Fund Details
Fund House Motilal Oswal
Category International
AUM ₹5250 Cr
Expense Ratio 1.10%
Min SIP ₹500
Min Lumpsum ₹1000
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