Motilal Oswal BSE Clean Environment Index Fund vs quant Business Cycle Fund
Direct Plan, Growth option · Data as on 30-10-2026
Motilal Oswal BSE Clean Environment Index Fund is a mutual fund and quant Business Cycle Fund is a Thematic fund. Motilal Oswal BSE Clean Environment Index Fund charges 1.07% a year and quant Business Cycle Fund 1.45% (Direct plans). Their portfolios overlap 13.1%: they hold 2 of the same securities.
Motilal Oswal BSE Clean Environment Index Fund
- Expense ratio
- 1.07%
- NAV
- ₹8.46
Which is better, Motilal Oswal BSE Clean Environment Index or quant Business Cycle? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Motilal Oswal BSE Clean Environment Index costs less: 1.07% a year against 1.45% (Direct plans).
- quant Business Cycle fell less in its worst fall since 02-07-2026: −11.2% against −19.4%.
- quant Business Cycle is the larger fund: ₹930 Cr against ₹49 Cr.
- Their portfolios overlap 13.1%: 2 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Motilal Oswal BSE Clean Environment Index Fund | quant Business Cycle Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | quant Mutual Fund |
| Category | Not available | Thematic |
| AUM | ₹49 Cr (30-09-2026) | ₹930 Cr (30-09-2026) |
| NAV | ₹8.46 (Direct) | ₹16.33 (Direct) |
| Expense ratio (Direct) | 1.07% | 1.45% |
| Expense ratio (Regular) | Not available | 3.00% |
| Riskometer | Not available | Very High |
| Benchmark | Not available | Nifty 500 TRI |
| Launch date | Not available | 05-06-2025 |
| Minimum investment | Not available | ₹5,000 |
| Lock in | Not available | None |
| Fund managers | Not available | Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate |
| Exit load | Not available | NIL |
Motilal Oswal BSE Clean Environment Index vs quant Business Cycle: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal BSE Clean Environment Index Fund (Direct) | −3.75% | −7.93% | -- | -- | -- | -- | -- |
| quant Business Cycle Fund (Direct) | −2.16% | −5.45% | −0.24% | +0.11% | +10.47% | -- | -- |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | +13.76% | -- | -- |
Category average: the average of the 235 Thematic funds, same plan type.
Motilal Oswal BSE Clean Environment Index vs quant Business Cycle: Year-wise Returns
| Year | Motilal Oswal BSE Clean Environment IndexMotilal Oswal BSE Clean Environment Index | quant Business Cyclequant Business Cycle |
|---|---|---|
| 2026to date | -- | +0.38% |
| 2025 | -- | −5.01% |
| 2024 | -- | +20.95% |
Motilal Oswal BSE Clean Environment Index vs quant Business Cycle: Rolling Returns
Every holding period of both funds, against BSE Clean Environment TRI, the benchmark of Motilal Oswal BSE Clean Environment Index Fund
Motilal Oswal BSE Clean Environment Index vs quant Business Cycle: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Motilal Oswal BSE Clean Environment Index Fund (Direct) | quant Business Cycle Fund (Direct) |
|---|---|---|
| Return (CAGR) | −41.01% | +15.40% |
| Standard deviation | 18.74% | 17.27% |
| Sharpe ratio | -2.47 | 0.54 |
| Sortino ratio | -2.96 | 0.73 |
| Maximum drawdown | −19.4% (23-10-2026) | −29.3% (30-03-2026) |
| Beta | 1.00 | 1.11 |
| Alpha | −0.41% | +3.65% |
From daily NAVs, 02-07-2026 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Motilal Oswal BSE Clean Environment Index Fund (Direct)
quant Business Cycle Fund (Direct)
BSE Clean Environment TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Motilal Oswal BSE Clean Environment Index Fund (Direct) | −19.4% | 02-07-2026 | 23-10-2026 | Not yet | -- | −15.9% |
| quant Business Cycle Fund (Direct) | −11.2% | 03-07-2026 | 23-10-2026 | Not yet | -- | −8.1% |
| BSE Clean Environment TRI | −19.3% | 02-07-2026 | 23-10-2026 | Not yet | -- | −15.8% |
From daily values since 02-07-2026, the first day every fund has.
Motilal Oswal BSE Clean Environment Index vs quant Business Cycle: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal BSE Clean Environment Index Fund, September 2026; quant Business Cycle Fund, September 2026
Holdings in common
- Overlap
- 13.1%
- Held by both
- 2
- Only in Motilal Oswal BSE Clean Environment Index
- 27
- Only in quant Business Cycle
- 20
| Security | % of Motilal Oswal BSE Clean Environment Index | % of quant Business Cycle |
|---|---|---|
| Adani Green Energy Limited | 11.59% | 9.07% |
| Premier Energies Limited | 4.04% | 4.23% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 13.1% means 13.1% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Motilal Oswal BSE Clean Environment Index Fund
| Security | % of fund |
|---|---|
| Tata Power Company Limited | 15.56% |
| Suzlon Energy Limited | 13.14% |
| JSW Energy Limited | 8.19% |
| NHPC Limited | 7.47% |
| Ather Energy Limited | 7.44% |
Largest holdings only in quant Business Cycle Fund
| Security | % of fund |
|---|---|
| TREPS 01-Oct-2026 DEPO 10 | 23.09% |
| Aurobindo Pharma Limited | 10.38% |
| Piramal Finance Ltd | 9.23% |
| Indus Towers Limited | 8.70% |
| LG Electronics India Limited | 5.65% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal BSE Clean Environment Index | quant Business Cycle |
|---|---|---|
| Equity | 100.4% | 70.3% |
| Debt | 0.0% | 29.9% |
| Cash and others | -0.4% | -0.2% |
Market cap of stocks
| Market cap | Motilal Oswal BSE Clean Environment Index | quant Business Cycle |
|---|---|---|
| Large Cap | 27.1% | 31.1% |
| Mid Cap | 41.4% | 34.1% |
| Small Cap | 31.8% | 5.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Motilal Oswal BSE Clean Environment Index | quant Business Cycle |
|---|---|---|
| N.A. | 0.0% | 70.3% |
| Power | 49.7% | 0.0% |
| Electrical Equipment | 33.5% | 0.0% |
| Automobiles | 11.1% | 0.0% |
| Other Utilities | 4.4% | 0.0% |
| Minerals & Mining | 1.3% | 0.0% |
| Textiles & Apparels | 0.4% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal BSE Clean Environment Index vs quant Business Cycle: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal BSE Clean Environment Index Fund | quant Business Cycle Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.07% | 1.45% |
| Base expense ratio (Direct) | 0.35% | 0.66% |
| Total expense ratio (Regular) | Not available | 3.00% |
| Base expense ratio (Regular) | 0.90% | 1.98% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Motilal Oswal BSE Clean Environment Index Fund vs quant Business Cycle Fund: Frequently Asked Questions
What is the difference between Motilal Oswal BSE Clean Environment Index Fund and quant Business Cycle Fund?
Motilal Oswal BSE Clean Environment Index Fund is a mutual fund, quant Business Cycle Fund is a Thematic fund, run by Motilal Oswal Mutual Fund and quant Mutual Fund. Their portfolios overlap 13.1%. Motilal Oswal BSE Clean Environment Index Fund charges 1.07% a year and quant Business Cycle Fund 1.45%.
Which has the lower expense ratio, Motilal Oswal BSE Clean Environment Index Fund or quant Business Cycle Fund?
Motilal Oswal BSE Clean Environment Index Fund charges less: 1.07% a year against 1.45%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Motilal Oswal BSE Clean Environment Index Fund and quant Business Cycle Fund overlap?
13.1%. They hold 2 of the same securities, the largest shared ones being ADANIGREEN, PREMIERENE. From each fund's latest monthly portfolio.
Can I invest in both Motilal Oswal BSE Clean Environment Index Fund and quant Business Cycle Fund?
Yes. 13.1% of each fund's money sits in the same holdings, so some of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.