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Motilal Oswal Business Cycle Fund - NAV, Performance, Returns & Investment Guide 2025

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Invest in Motilal Oswal Business Cycle Fund with latest NAV ₹12.25. Discover investment objective, fund manager details, AUM of ₹1,745 Cr, expense ratio and complete investment guide.

Investment Objective and Approach

The fund aims 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.

The fund follows a unique investment approach leveraging MOAMC's proven track record spanning two decades, consistently demonstrating the ability to create wealth through early identification and investment in Large, Mid and Small Caps. The firm's extensive experience in fund management has led to the identification of numerous multi-baggers.

MOAMC's core investment philosophy follows QGLP (Quality, Growth, Longevity and Price), reinforced by robust risk management processes to create high quality, high growth portfolios. The combination of high quality and high growth is considered the sweetest spot. This philosophy is founded on a set of principles and beliefs that guide investment decisions and is believed to be a key driver of long-term financial success for clients.

Fund Managers

The fund is managed by Niket Shah, Atul Mehra, Ajay Khandelwal, Rakesh Shetty, Sunil Sawant, and Santosh Singh.

Key fund manager profiles:

Ajay Khandelwal: MBA & Bachelor of Engineering. Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Niket Shah: MBA in Finance. Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Atul Mehra: B.Com, Master's Degree in Accounting and CFA.

Rakesh Shetty: B.Com. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

About the Fund House (AMC)

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a Mumbai-based AMC, which is the designated Investment Manager of Motilal Oswal Mutual Fund. It was incorporated in 2008 under the Companies Act of 1956. It is also registered as a Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 1993. The AMC is promoted and sponsored by Motilal Oswal Financial Services Ltd. (MOFSL).

In January 2010, the company set up a mutual fund business named as Motilal Oswal Asset Management Company (MOAMC). Motilal Oswal Mutual Fund is a premier AMC with active operations in over 600 locations across the country. With over 9 Lakh registered clients and over 2400 office premises, Motilal Oswal has a diversified portfolio of financial services under its belt.

Motilal Oswal Group carries a legacy of over three decades in equities and is widely respected for its deep-rooted expertise in the Indian capital markets. Motilal Oswal Asset Management Company (MOAMC), chaired by Mr. Raamdeo Agrawal — one of the most revered names in the investing world — has been a pioneer in the Portfolio Management Services (PMS) space with a performance track record spanning over 20 years & is also a recognized leader in Long Only Category III Alternative Investment Funds (AIFs).

With a robust presence across India and an expanding global reach, MOAMC follows an investment style built on the philosophy of High Quality, High Growth. Central to this approach is the proprietary QGLP framework — standing for Quality, Growth, Longevity, and Price. This philosophy forms the cornerstone of MOAMC's long-term, research-driven approach to wealth creation.

As Chairman of Motilal Oswal Asset Management Company Ltd. (MOAMC), one of the fastest growing Asset Management Company in India, Mr. Agrawal has created the "QGLP" (Quality Growth Longevity & favorable Price) Investment Process and its 'Buy Right, Sit Tight' investing philosophy.

Should I Invest in Motilal Oswal Business Cycle Fund?

This fund is suitable for investors seeking:

- Long-term capital appreciation: Motilal Oswal Business Cycle Fund Direct Growth is an Equity - Equity - Other fund. The fund was launched in Aug 28, 2024.

- Business cycle investing: The fund focuses on riding business cycles through strategic allocation between sectors and stocks at different stages of business cycles

- High-growth potential: Motilal Oswal Business Cycle Fund Direct Growth has given a CAGR return of 22.48% since inception.

- Quality-focused approach: The fund follows MOAMC's proven QGLP investment philosophy

Risk Profile: The Motilal Oswal Business Cycle Fund Direct Growth is rated Very High risk.

Investment Minimums:

- The minimum Lumpsum investment in Motilal Oswal Business Cycle Fund Direct Growth is ₹500.00 and the minimum SIP investment in Motilal Oswal Business Cycle Fund Direct Growth is ₹100.00

Exit Load: Exit load of 1%, if redeemed within 365 days.

This fund may be suitable for investors with high risk tolerance looking to benefit from business cycle investing with a long-term investment horizon.

FAQs

What is today's NAV of Motilal Oswal Business Cycle Fund?

The current NAV of Motilal Oswal Business Cycle Fund is ₹12.25, as of 21st May 2025.

What is the AUM of Motilal Oswal Business Cycle Fund?

The assets under management of Motilal Oswal Business Cycle Fund is ₹1745.52 Cr as of 21st May 2025.

What is the expense ratio of Motilal Oswal Business Cycle Fund?

The expense ratio of Motilal Oswal Business Cycle Fund Plan is 0.61 as of 21st May 2025.

What are the returns of Motilal Oswal Business Cycle Fund since inception?

Motilal Oswal Business Cycle Fund Direct Growth has given a CAGR return of 22.48% since inception.

What is the minimum SIP amount to invest in Motilal Oswal Business Cycle Fund?

The minimum SIP investment in Motilal Oswal Business Cycle Fund Direct Growth is ₹100.00

How do I invest in Motilal Oswal Business Cycle Fund?

You can invest in this fund through Allvest by completing your KYC, selecting the fund, choosing SIP or lumpsum investment mode, and making the payment online.

How to start a SIP in Motilal Oswal Business Cycle Fund?

To start a SIP in this fund through Allvest, log into your account, search for the fund, select SIP option, choose investment amount and frequency, set up auto-debit mandate and confirm your investment.

How do I automate an SIP in Motilal Oswal Business Cycle Fund?

You can automate your SIP through Allvest by setting up an auto-debit mandate with your bank account, which will automatically deduct the SIP amount on your chosen date every month.

How can I withdraw/redeem my investment in Motilal Oswal Business Cycle Fund?

You can redeem your investment through Allvest online platform by selecting the fund, choosing partial or full redemption, specifying the amount or units, and submitting the redemption request. The amount will be credited to your registered bank account within 3-4 working days.