₹ 16.8
NAV (Jul 29)
View Less
Investment Duration5 years
7,32,612
Total Investment4,86,625
Wealth Gained12,19,237
Total Corpus Created (₹)
With CAGR of 20.076 % in 5 years₹ 16.8
NAV (Jul 29)
Last 1Y | 5.5% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 20.1% |
6 Month CAGR | 10.3% |
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Expense Ratio | 0.63 % |
Launched 2Y ago | 2022-09-28 |
AUM in Crores | 2839.4 |
ISIN | INF174KA1JN6 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Kotak Business Cycle Fund Direct (G) | 8,36,826 | 1,04,214 | 5.5% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
ICICI Bank Ltd.
4.88%Bharti Hexacom Ltd.
3.99%Others
3.7%HDFC Bank Ltd.
3.61%Axis Bank Ltd.
3.54%Financial
17.45%Healthcare
13.75%Services
10.6%Automobile
9.47%Construction
7.17%Fund Name | Fund Size | |
---|---|---|
₹ 110,392 cr | ||
₹ 17,427 cr | ||
₹ 30,616 cr | ||
₹ 26,848 cr | ||
₹ 72,336 cr |
Kotak Mahindra Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
26.1% | 17.4% | ||
7.8% | 6.5% | ||
22.7% | 8.5% | ||
12.9% | 10.2% | ||
17.9% | 14.5% |
Investment Duration5 years
7,32,612
Total Investment4,86,625
Wealth Gained12,19,237
Total Corpus Created (₹)
With CAGR of 20.076 % in 5 yearsWhat is the expense ratio for Kotak Business Cycle Fund Direct Plan Growth?
What is the current AUM of Kotak Business Cycle Fund Direct Growth?
What is the latest NAV of Kotak Business Cycle Fund Direct Growth?
What is the Riskometer rating for Kotak Business Cycle Fund Direct Plan Growth?
Which are the top sector holdings in Kotak Business Cycle Fund Direct Plan?
Which are the top stock holdings in Kotak Business Cycle Fund Direct Plan?
What is the asset allocation of Kotak Business Cycle Fund Direct Plan Growth?
What has been the performance of Kotak Business Cycle Fund Direct Growth returns?
Does Kotak Business Cycle Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Kotak Business Cycle Fund Direct Plan Growth?
How to invest in Kotak Business Cycle Fund Direct Growth?
How can I redeem my investment in Kotak Business Cycle Fund Direct Plan?