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

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

Trailing risk-adjusted performance measures

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

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

Name	Assets
Eternal LtdEquity	4.59%
One 97 Communicatio...Equity	4.58%
Radico Khaitan LtdEquity	4.20%
Lenskart Solutions LtdEquity	3.96%
FSN E-Commerce Vent...Equity	3.95%
Interglobe Aviation...Equity	3.77%
Dhoot Transmission LtdEquity	3.69%
TD Power Systems LtdEquity	3.68%
MTAR Technologies LtdEquity	3.57%
Coforge LtdEquity	3.52%

Name	Assets
TREPSReverse Repo

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

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