Motilal Oswal Business Cycle Fund Review – Motilal Oswal Business Cycle Fund Direct NFO Open on 7 August 2024 and Close on 21 August 2024. Motilal Oswal Business Cycle Fund Direct NFO Allotment Date is 27 August 2024, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount is ₹500. The Minimum SIP Investment Amount is ₹500.
Type of the Scheme
An open-ended equity scheme following business cycles based investing theme.
Scheme Benchmark : Nifty 500 TRI – The performance of the Scheme will be benchmarked against Nifty 500 TRI as the scheme will invests primarily following business cycles based investing theme. Hence, the above mentioned benchmark will be able to give a true and accurate comparative analysis. Total Return variant of the index (TRI) will be used for performance comparison.
Motilal Oswal Business Cycle Fund Scheme Benchmark
| Company | Weightage |
|---|---|
| HDFC Bank Ltd. | 6.55 |
| Reliance Industries Ltd. | 5.51 |
| ICICI Bank Ltd. | 4.48 |
| Infosys Ltd. | 2.86 |
| Larsen & Toubro Ltd. | 2.47 |
| ITC Ltd. | 2.15 |
| Tata Consultancy Services Ltd. | 2.12 |
| Bharti Airtel Ltd. | 2.03 |
| Axis Bank Ltd. | 1.88 |
| State Bank of India | 1.81 |
Motilal Oswal Business Cycle Fund Nfo Important Date
| Scheme Offer | Motilal Oswal Business Cycle Fund |
|---|---|
| Offer Price | Rs. 10/- per Unit |
| Type of Scheme | An open-ended |
| Open Date | 7 Aug 2024 |
| Allotment Date | 27 Aug 2024 |
| Close Date | 21 Aug 2024 |
| Category | Thematic Funds |
| Min Inv ₹ | 500 |
| Lock in Period | N/A |
| Risk | Very High |
| Scheme Benchmark | Nifty 500 TRI. |
Investment Objective of the Scheme ?
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. However, there can be no assurance that the investment objective of the scheme will be realized.
Motilal Oswal Business Cycle Fund Nfo Other Details
| Exit Load | 1% |
|---|---|
| Exit Load Details | Exit load of 1%, if redeemed within 3 months. |
| Entry Load | N/A |
| Stamp Duty | 0.005% |
| Min. Investment | Rs. 500 |
| Min. SIP | Rs. 500 |
Motilal Oswal Business Cycle Fund Review Asset Allocation
| Instruments | Allocation Min | Allocation Max |
|---|---|---|
| Equity & Equity related instruments selected on the basis of business cycle theme | 80% | 100% |
| Equity & Equity related instruments of Other than above | 0% | 20% |
| Debt and Money Market instruments (including cash and cash equivalents) | 0% | 20% |
| Units issued by REITs and InvITs | 0% | 10% |
| Units of Mutual Funds | 0% | 5% |
Motilal Oswal Business Cycle Fund Review Manager Details
- Fund Manger : Ajay Khandelwal
- Qualification : CFA Level 3, PGDM – MBA – TAPMI, Manipal, B.E. – Electrical Engineer – MITS, Gwalior
- Experience : Ajay has a 14 years’ experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund.
- Fund Manger : Niket Shah
- Qualification : Masters in Business Administration (MBA – Finance)
- Experience : Niket has 14 years of overall experience. Motilal Oswal Asset Management Company Ltd.– Vice President – Associate Fund Manager. Motilal Oswal Securities Ltd. – Head of Midcaps Research. Edelweiss Securities Ltd – Research Analyst – Midcaps. Religare Capital Markets Ltd – Associate Research Analyst – Midcaps.
- Fund Manger : Santosh Singh
- Qualification : CA from ICAI and CFA from CFA Institute
- Experience : Mr. Singh has an overall experience of over 16 years. Mr. Singh was associated with Haitong International Securities Ltd. as Head of Research and Lead Analyst from 2015 to 2018 (years), where he was responsible for Research product and overall Research strategy. He was also associated with SG Asia Holdings as analyst from 2014 to 2015 years and also with Espirito Santo Securities as Lead analystm from 2007 to 2014 and so on. Mr. Singh was ranked No.1 analyst in India in the Asia money polls for insurance sector continuously for three years from 2015 to 2017.
- Fund Manger : Atul Mehra
- Qualification : CFA Charterholder, CFA Institute, Charlottesville, Virginia, USA Masters in commerce; Mumbai University Bachelor’s in commerce, Mumbai University, HR College of Commerce and Economics.
- Experience : Atul has over 16 years of overall experience. Motilal Oswal Asset Management Company Ltd – Senior Vice President – Fund Manager – PMS and AIFs. (2013 – present) Edelweiss Capital Ltd – Research Analyst (2008-13).
- Fund Manger : Rakesh Shetty
- Qualification : Bachelors of Commerce (B.Com)
- Experience : He has more than 15 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
- Fund Manger : Mr. Sunil Sawant
- Qualification : Master of Commerce (M. Com).
- Experience : Mr. Sunil has been associated with the Company since 2018 for Alternates Business as Dealer. Prior to joining to Motilal Oswal Asset Management Company he has worked with Sharekhan, Aditya Birla and Angel Broking as Equity Dealer and Advisor. He has been associated in capital market industry since 2009.
Motilal Oswal Business Cycle Fund Sector Representation
| Sector | Weightage |
|---|---|
| Financial Services | 28.79 |
| Oil, Gas & Consumable Fuels | 9.02 |
| Information Technology | 8.50 |
| Automobile and Auto Components | 7.49 |
| Fast Moving Consumer Goods | 6.87 |
| Capital Goods | 6.06 |
| Healthcare | 5.45 |
| Power | 3.98 |
| Metals & Mining | 3.88 |
| Construction | 3.22 |
| Consumer Durables | 3.06 |
| Consumer Services | 3.05 |
| Telecommunication | 2.75 |
| Chemicals | 2.05 |
| Construction Materials | 2.02 |
| Services | 1.70 |
| Realty | 1.33 |
| Textiles | 0.31 |
| Media, Entertainment & Publication | 0.22 |
| Diversified | 0.16 |
| Forest Materials | 0.08 |
Motilal Oswal Business Cycle Fund Review Index Return
| Index Return | QTD | YTD | 1 Year | 5 Years | Since Inception |
|---|---|---|---|---|---|
| Price Return | 3.53 | 21.11 | 37.94 | 21.07 | 11.26 |
| Total Return | 3.62 | 21.86 | 39.28 | 22.35 | 12.98 |
How Will The Scheme Allocate Its Assets?
- Equity and Equity Related Securities.
- Debt and Money Market instruments (including cash and cash equivalents).
- Derivatives as may be permitted by SEBI / RBI.
- Foreign Securities including units of overseas mutual fund schemes / Overseas ETFs.
- Units of REITs and InvITs.
- Units of Mutual Fund.
- Pending deployment of funds as per the investment objective of the Scheme, the funds may be parked in short term deposits of scheduled commercial banks, subject to guidelines and limits specified by SEBI.
- Any other instruments as may be permitted by RBI / SEBI regulatory authorities under prevailing Laws from time to time.
Also Read: HDFC Nifty 500 Multicap 50:25:25 Index Fund Review
Manager Manage the Scheme?
- Ajay Khandelwal
- Niket Shah
- Santosh Singh
- Atul Mehra
- Rakesh Shetty
- Mr. Sunil Sawant
Motilal Oswal Business Cycle Fund Registrar
KFIN TECHNOLOGIES LIMITED
Selenium Tower- B, Plot 31-32, Gachibowli, Financial
District, Nanakramguda, Serilingampally, Hyderabad500 032, Telangana, India.
Tel No.: +91 40 6716 2222
Website: Www.Kfintech.Com
Email: Hoacfoods.Ipo@Kfintech.Com
Investor Grievance Email:Einward.Ris@Kfintech.Com
Contact Person: Mr. M Murali Krishna
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