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%

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Fund Details

Fund Details	Motilal Oswal Innovation Opportunities Fund-Dir (G)	Motilal Oswal Business Cycle Fund - Direct (G)
Fund Type	Equity	Equity
Risk	Very High	Very High
Min SIP Amount	₹100	₹100
Min Lumpsum	₹500	₹500
Expense Ratio	1.25%	1.47%
NAV	₹14.54 (11 Nov 2026)	₹13.09 (11 Nov 2026)
Fund Size	₹840.93 Cr	₹1,378.27 Cr
Fund Started	18 Feb 2025	27 Aug 2024
Lock-in Period	No lock-in	No lock-in
Exit Load	1%If redeemed within 90 days from the day of allotment NilIf redeemed after 90 days from the date of allotment Exit Load will be applicable on switch amongst the Schemes of MOMF

Returns	Motilal Oswal Innovation Opportunities Fund-Dir (G)	Motilal Oswal Business Cycle Fund - Direct (G)
1M	-0.80%	2.88%
3M	-1.99%	-0.03%
6M	8.64%	10.28%
1Y	9.85%	-2.51%
3Y	—	—
5Y	—	—
Since Inception	23.53%	12.33%

Trailing risk-adjusted performance measures

Risk Ratio	Motilal Oswal Innovation Opportunities Fund-Dir (G)	Motilal Oswal Business Cycle Fund - Direct (G)
Alpha	12.58	6.84
Beta	1.05	0.90
Sharpe	0.71	-0.04
Standard Deviation	6.04	6.14

Holding Analysis	Motilal Oswal Innovation Opportunities Fund-Dir (G)	Motilal Oswal Business Cycle Fund - Direct (G)
Top 5 Holdings	27.69%	27.65%
Top 10 Holdings	46.55%	46.21%
Portfolio Turnover	1.05	1.61
Equity	85.87%	89.13%
Debt	10.57%	10.28%
Cash	—	—

Name	Assets
TREPSReverse Repo

Fund Manager	Motilal Oswal Innovation Opportunities Fund-Dir (G)	Motilal Oswal Business Cycle Fund - Direct (G)
Name	, , ,

About	Motilal Oswal Innovation Opportunities Fund-Dir (G)	Motilal Oswal Business Cycle Fund - Direct (G)
AMC	Motilal Oswal Mutual Fund	Motilal Oswal Mutual Fund
Scheme Category	Thematic Fund	Thematic Fund
Benchmark	Nifty 500 TRI	Nifty 500 TRI
Launch Date	29 Jan 2025	07 Aug 2024