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Motilal Oswal Business Cycle Fund Direct Growth INF247L01DG6




Portfolio

Asset Allocation

Asset Class Investment Category Index
Equity 86.78 95.67 –
Fixed Income 0.00 0.09 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 13.22 4.70 –
Other 0.00 0.20 –
Investment as of Feb 28, 2025 | Category: Equity - Other as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

Market Cap

Avg Market Cap
641.10 Bil
Category Avg Market Cap
1.32 Tril
Index Avg Market Cap
—
Size Investment % Cat. Average % Index %
Giant 14.55 46.80 —
Large 46.57 25.33 —
Mid 23.28 16.63 —
Small 2.38 4.01 —
Micro 0.00 0.64 —

Measures

Value & Growth Measures Investment Cat. Average Index
Price/Earnings 35.20 13.70 —
Price/Book 2.74 1.90 —
Price/Sales 3.17 1.89 —
Price/Cash Flow — 8.65 —
Dividend Yield % 0.64 1.72 —
Long-Term Earnings % 26.91 8.49 —
Historical Earnings % 26.50 1.66 —
Sales Growth % 212.97 3.69 —
Cash-Flow Growth % 1,485.16 5.40 —
Book-Value Growth % 26.20 8.69 —

Exposure

Sectors Investment % Category Cat %
Basic Materials 10.92 9.55
Consumer Cyclical 19.86 16.02
Financial Services 9.24 16.64
Real Estate 0.00 0.83
Communication Services 10.53 3.62
Energy 0.00 8.47
Industrials 13.35 17.17
Technology 29.79 5.85
Consumer Defensive 0.00 4.14
Healthcare 6.31 8.69
Utilities 0.00 9.03
As of Feb 28, 2025 | Category: Equity - Other | Sector data is based on the rescaled long position of the holdings. | Source: Holdings-based calculations.

Financial Metrics

Metrics Investment Category Index
Wide Moat Coverage % 0.00 0.74 –
Narrow Moat Coverage % 9.14 13.29 –
No Moat Coverage % 0.00 5.77 –
Financial Health B B –
Profitability C C+ –
Growth B B- –
ROIC – – –
Cash Return % 182.81 42.44 –
Free Cashflow Yield ex-Financials 3.52 14.85 –
D/C Ratio 22.35 25.38 –
Investment as of Feb 28, 2025 | Category: Equity - Other as of Feb 28, 2025

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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