Kotak Mutual Fund

Kotak Business Cycle Fund Direct Plan Growth

₹ 16.8

NAV (Jul 29)

20.076%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Kotak Business Cycle Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

4,86,625

Wealth Gained

12,19,237

Total Corpus Created (₹)

With CAGR of 20.076 % in 5 years

Historical NAV

₹ 16.8

NAV (Jul 29)

Fund Returns

Last 1Y
5.5%
Last 3Y
-
Last 5Y
-
Last 10Y
-
Since Inception
20.1%
6 Month CAGR
10.3%

Scheme Information

Investment Objective

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
-
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Business Cycle Fund Direct (G)70%8,36,826 1,04,2145.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-27

Top Stock Holdings

ICICI Bank Ltd.

4.88%
4.88%

Bharti Hexacom Ltd.

3.99%
3.99%

Others

3.7%
3.7%

HDFC Bank Ltd.

3.61%
3.61%

Axis Bank Ltd.

3.54%
3.54%
See all holdings
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Allocation by Sector

Financial

17.45%
17.45%

Healthcare

13.75%
13.75%

Services

10.6%
10.6%

Automobile

9.47%
9.47%

Construction

7.17%
7.17%
See all sectors
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comparison

Comparison with Equity Funds

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About the AMC

Kotak Mahindra Mutual Fund

Kotak Mutual Fund is a part of India's leading financial service conglomerate Kotak Mahindra Group (est. 1985). In 2003, the Kotak Mahindra Group's flagship company received a banking license. Kotak Mahindra Mutual Fund started its operations in 1998. amc-img

Kotak Business Cycle Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

4,86,625

Wealth Gained

12,19,237

Total Corpus Created (₹)

With CAGR of 20.076 % in 5 years

Frequently Asked Questions

What 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?

Kotak Business Cycle Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

4,86,625

Wealth Gained

12,19,237

Total Corpus Created (₹)

With CAGR of 20.076 % in 5 years