Motilal Oswal Business Cycle Fund - Direct Plan- Growth
Motilal Oswal Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
1,534 cr
TER direct / regular
1.29% / 2.43%
CAGR (full)
7.6%
Sharpe (full)
0.17
Sharpe (bull ≤Sep-24)
—
Sharpe (sideways Oct-24→)
0.17
Max drawdown
-23.5%
Months of data
23
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23
—
—
—
0
FY24
—
—
—
0
FY25*
2.6%
13.7%
0.10
6
FY26
-12.7%
-10.3%
-1.01
12
FY27*
28.5%
11.6%
4.02
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2024
-0.2
+10.0
+4.2
+14.4
2025
-12.6
-4.8
+7.9
-1.0
+7.6
+1.5
+0.1
+1.1
-3.3
+7.2
+0.6
-4.6
-2.3
2026
-7.2
-5.1
-9.0
+10.2
+1.4
+1.9
+8.9
+3.7
+3.0
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard