Home› Funds› Motilal Oswal Business Cycle Fund-Regular Plan-IDC

Motilal Oswal Business Cycle Fund-Regular Plan-IDCW

Motilal Oswal · International
High
₹11.36
Current NAV
25 Jun 2026
27.9%
1Y Return
18.9%
3Y CAGR
17.9%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.49).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.99).
  • Very large asset base (AUM: ₹24,540 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.99%) which can affect compounding over long horizons.
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
1.49
Sharpe Ratio
0.79
Beta
4.99
Alpha
1.77
Sortino
Fund Details
Fund House Motilal Oswal
Category International
AUM ₹24540 Cr
Expense Ratio 1.99%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in International
ICICI Prudential Savings Fund - Direct Plan Bonus
ICICI Prudential
₹123.89 31.9%
DSP Business Cycle Fund - Regular - Growth
DSP
₹10.41 31.9%
HDFC FMP 1487D August 2018 (1) - Growth Option
HDFC
₹13.98 31.9%
Mahindra Manulife Focused Fund - Regular Plan - IDCW
Mahindra Manulife
₹17.89 31.8%