NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

‌

Fund Details

Fund Details	Motilal Oswal Business Cycle Fund - Direct (G)	Sundaram Business Cycle Fund - Direct (G)
Fund Type	Equity	Equity
Risk	Very High	Very High
Min SIP Amount	₹100	₹100
Min Lumpsum	₹500	₹100
Expense Ratio	1.47%	1.11%
NAV	₹13.09 (11 Nov 2026)	₹11.23 (11 Nov 2026)
Fund Size	₹1,378.27 Cr	₹1,604.53 Cr
Fund Started	27 Aug 2024	25 Jun 2024
Lock-in Period	No lock-in	No lock-in
Exit Load	1%If redeemed on or before 365 days from the date of allotment NilIf redeemed after 365 days from the date of allotment

Returns	Motilal Oswal Business Cycle Fund - Direct (G)	Sundaram Business Cycle Fund - Direct (G)
1M	2.88%	-0.57%
3M	-0.03%	-5.94%
6M	10.28%	2.44%
1Y	-2.51%	-0.14%
3Y	—	—
5Y	—	—
Since Inception	12.33%	4.57%

Trailing risk-adjusted performance measures

Risk Ratio	Motilal Oswal Business Cycle Fund - Direct (G)	Sundaram Business Cycle Fund - Direct (G)
Alpha	6.84	3.10
Beta	0.90	0.98
Sharpe	-0.04	-0.10
Standard Deviation	6.14	4.99

Holding Analysis	Motilal Oswal Business Cycle Fund - Direct (G)	Sundaram Business Cycle Fund - Direct (G)
Top 5 Holdings	27.65%	21.29%
Top 10 Holdings	46.21%	39.52%
Portfolio Turnover	1.61	124.60
Equity	89.13%	98.24%
Debt	10.28%	0.80%
Cash	—	—

Name	Assets
Eternal LtdEquity

Fund Manager	Motilal Oswal Business Cycle Fund - Direct (G)	Sundaram Business Cycle Fund - Direct (G)
Name	, , , ,

About	Motilal Oswal Business Cycle Fund - Direct (G)	Sundaram Business Cycle Fund - Direct (G)
AMC	Motilal Oswal Mutual Fund	Sundaram Mutual Fund
Scheme Category	Thematic Fund	Thematic Fund
Benchmark	Nifty 500 TRI	Nifty 500 TRI
Launch Date	07 Aug 2024	05 Jun 2024