Motilal Oswal Business Cycle Fund - Direct Plan

Investment Strategy

• The scheme seeks 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.

Fund Manager

• Name

  Ajay Khandelwal since 07-Aug-2024

• Education

  Mr. Khandelwal is MBA & Bachelor of Engineering.

• Experience

  Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

• Name

  Atul Mehra since 07-Aug-2024

• Education

  Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA

• Experience

  Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

• Name

  Niket Shah since 07-Aug-2024

• Education

  Mr. Shah is a MBA in Finance

• Experience

  Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

• Interviews

  15-Feb-2024:'Mid caps have done better than large caps due to strong earnings growth'

  05-Feb-2024:Fund manager explains Motilal Oswal Midcap's winning streak

  23-Dec-2022:"If there is a great company available in a bad cycle, I would love to own that"

• Name

  Santosh Singh since 07-Aug-2024

• Education

  Mr. Singh has done B.SC, CA and has cleared CFA Level 2

• Experience

  Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard

• Name

  Rakesh Shetty since 07-Aug-2024

• Education

  Mr. Shetty has done B.Com

• Experience

  Prior to joining Motilal Oswal Mutual Fund, 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.

Contact Information

• AMC

  Motilal Oswal Asset Management Company Ltd.

• Website

  http://www.motilaloswalmf.com

• Phone

  022-39804238 / 1800-200-6626

• Address

  Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025

Registrar Agent

• Registrar & Transfer Agent

  KFin Technologies Ltd.

• Website

  https://mfs.kfintech.com/mfs/

• Email

  [email protected]

• Phone

  040-44857874

• Address

  303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016

Basic Details

• Fund House

  Motilal Oswal Mutual Fund

• Issue Open

  07-Aug-2024

• Issue Close

  21-Aug-2024

• Type

  Open-ended

• Category

  Equity: Thematic

• Min. Investment(₹)

  500

• Plans

  Growth, IDCW

• Lock-in Period

  NA

• Exit Load

  1% for redemption within 3 months

• Riskometer

  Very High

• Benchmark

  NIFTY 500 TRI