Motilal Oswal Business Cycle Fund
Direct · Growth ₹12.37
19 Oct 2026
NAV
2.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.51
Sharpe
-25.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
1.56%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.48 L | 2.9% | -35.0% | 25.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 2.9% | 14.3% | 10.7% | -11.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 2.2% | 0.4% | -12.7% | 24.0% | -0.51 | -0.52 | 53% | — | — |
-25.0%
Max Drawdown
4 mo
Drawdown Duration
Not recovered
Recovery Time
-8.2%
Avg Drawdown
Calmar Ratio by Duration
0.09
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.91 | 1.04 | 106.1% | 97.2% | -4.0% | -9.2% |
| 3 Years | +8.95 | 1.03 | 113.3% | 95.0% | 5.6% | -3.1% |
| 5 Years | +5.41 | 1.03 | 113.3% | 95.0% | 3.3% | -1.9% |
| 7 Years | +3.90 | 1.03 | 113.3% | 95.0% | 2.4% | -1.3% |
| 10 Years | +2.78 | 1.03 | 113.3% | 95.0% | 1.6% | -0.9% |
| 12 Years | +2.35 | 1.03 | 113.3% | 95.0% | 1.4% | -0.8% |
| 15 Years | +1.90 | 1.03 | 113.3% | 95.0% | 1.1% | -0.6% |
22
Total Holdings
63.2%
Top 10 Weight
13
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Persistent Systems Limited | 9.69% |
| 2 | Kalyan Jewellers India Limited | 9.05% |
| 3 | Eternal Limited | 8.08% |
| 4 | Coforge Limited | 7.28% |
| 5 | Healthcare Global Enterprises Limited | 6.49% |
| 6 | ICICI Bank Limited | 5.36% |
| 7 | PG Electroplast Limited | 4.80% |
| 8 | HDFC Bank Limited | 4.50% |
| 9 | Bharti Airtel Limited | 4.03% |
| 10 | Ellenbarrie Industrial Gases Limited | 3.94% |