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.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Thematic Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -6.41% | -1.33% | 6.98% | -1.24% | -7.53% | 2.8% | N/A | N/A | N/A | N/A | 8.99% |
| Category returns | -4.23% | -3.46% | 0.88% | 0.71% | -0.94% | -0.81% | 11.8% | 13.49% | 9.75% | 12.07% | N/A |
| Absolute returns | -6.41% | -1.33% | 6.98% | -1.24% | -7.53% | 5.69% | N/A | N/A | N/A | N/A | 20.27% |
| Rank within category | 118/122 | 28/120 | 24/120 | 58/115 | 86/112 | 21/85 | N/A | N/A | N/A | N/A | N/A |
| Thematic Fund | 2024 | 2025 | 2026 |
|---|---|---|---|
| Yearly returns | N/A | -3.7% | -3.54% |
| Q1 returns | N/A | -10.61% | -19.99% |
| Q2 returns | N/A | 7.79% | 13.52% |
| Q3 returns | N/A | -2.52% | 8.32% |
| Q4 returns | 13.89% | 2.53% | -1.95% |
1% on or before 365D, Nil after 365D
| Alpha | 0.949319 |
| Beta | 1.0953 |
| Sharpe Ratio | 0.0520722 |
| Sortino Ratio | 0.0931956 |
| R-Squared | 0.5425 |
| Tracking Error | 4.0215 |
| Downside Risk | 26.1732 |
| Std. Deviation (Annualised) | 20.5518 |
| Thematic Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Defence Fund - Regular Plan - Growth | -3.16% | -0.8% | 10.09% | 23.77% | 16.59% | 32.94% | N/A | N/A | 36.75% | 11,493.40 | 1.79 | 0.29 | Very High |
| HDFC Transportation and Logistics Fund - Regular Plan - Growth | -4.47% | 0.79% | 7.79% | 5.42% | 2.35% | 20.56% | N/A | N/A | 21.75% | 2,043.11 | 2.16 | 0.27 | Very High |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | -6.19% | -0.27% | 7.53% | 15.5% | 13.09% | 17.86% | 12.33% | 12% | 11.92% | 1,385.69 | 2.32 | 0.25 | Very High |
| ICICI Prudential Transportation and Logistics Fund - Regular Plan - Growth | -5.26% | -1.04% | 4.35% | 1.61% | 0.19% | 17.78% | N/A | N/A | 20.34% | 3,923.60 | 2.08 | 0.23 | Very High |
| Kotak Pioneer Fund - Regular Plan - Growth | -0.79% | -1.2% | 8.97% | 9.84% | 5.59% | 17.44% | 11.92% | N/A | 19.35% | 4,294.62 | 1.90 | 0.26 | Very High |
| SBI PSU Fund - Regular Plan - Growth | -4.09% | -6.32% | -11.13% | -5.38% | -1.58% | 17.23% | 18.71% | 11.96% | 7.45% | 6,353.85 | 1.94 | 0.17 | Very High |
| Kotak Manufacture in India Fund - Regular Plan - Growth | -4.48% | -0.46% | 5.3% | 8.88% | 8.58% | 16.85% | N/A | N/A | 17.52% | 3,132.02 | 2.07 | 0.24 | Very High |
| Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth | -0.82% | -0.46% | 6.93% | 5.48% | 8.43% | 16.7% | 11.15% | N/A | 18.69% | 1,356.77 | 2.29 | 0.24 | Very High |
| ICICI Prudential PSU Equity Fund - Regular Plan - Growth | -4.21% | -5.57% | -8% | -2.96% | -1.19% | 16.65% | N/A | N/A | 19.38% | 1,754.64 | 2.34 | 0.19 | Very High |
| Motilal Oswal Business Cycle Fund - Regular Plan - Growth Current | -6.41% | -1.33% | 6.98% | -1.24% | -7.53% | N/A | N/A | N/A | 8.99% | 1,448.77 | 2.47 | 0.05 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Eternal Ltd. | Retailing | Domestic Equities | 5.65% |
| Coforge Ltd. | IT - Software | Domestic Equities | 4.65% |
| RBL Bank Ltd. | Banks | Domestic Equities | 4.37% |
| Kalyan Jewellers India Ltd. | Consumer Durables | Domestic Equities | 4.09% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 3.46% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 3.40% |
| Urban Company Ltd. | Retailing | Domestic Equities | 3.35% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 3.29% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 3.24% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 3.22% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 3.20% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 3.17% |
| Emmvee Photovoltaic Power Ltd. | Electrical Equipment | Domestic Equities | 3.17% |
| Ellenbarrie Industrial Gases Ltd. | Chemicals & Petrochemicals | Domestic Equities | 3.15% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 3.07% |
| BSE Ltd. | Capital Markets | Domestic Equities | 3.05% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 3.02% |
| Firstsource Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 2.95% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 2.94% |
| ESDS Software Solution Ltd. | IT - Services | Domestic Equities | 2.81% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 2.76% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.68% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 2.60% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 2.55% |
| Belrise Industries Ltd. | Auto Components | Domestic Equities | 2.26% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 2.24% |
| OnEMI Technology Solutions Ltd. | Finance | Domestic Equities | 2.23% |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 2.21% |
| Wework India Management Ltd. | Commercial Services & Supplies | Domestic Equities | 2.15% |
| Sansera Engineering Ltd. | Auto Components | Domestic Equities | 2.11% |
| Muthoot Finance Ltd. | Finance | Domestic Equities | 2.11% |
| ABB India Ltd. | Electrical Equipment | Domestic Equities | 2.07% |
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 1.01% | |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.85% | |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 0.81% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 0.10% |
| Total | 100.00% | ||
Mr. Varun Sharma has an impressive career with over 15 years of extensive experience in Investment Management.Mr. Sharma’s professional journey includes significant tenures at esteemed organizations such as ICICI Securities and Franklin Templeton Asset Management Company. Prior to his current role at MOAMC, Mr. Sharma dedicated more than a decade of his expertise to Franklin Templeton, where he excelled as a Fund Manager.
Mr. Ankit Agarwal has an impressive career with over 20 years of investment experience across asset management, portfolio management, equity research, and capital markets. Mr. Agarwal was engaged with UTI AMC, where hegained extensive experience in equity research across healthcare, telecom, technology and midcap sectors. He alsocontributed to Barclays Wealth, providing investment research and insights tailored for highnet-worth clients. Mr. Agarwal’s professional journey includes global exposure through roles at Lehman Brothers (London), BNP Paribas(Hong Kong) and D. E. Shaw (Proprietary trading systems).
Mr. Rakesh Shetty has more than 13 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.
Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.
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