- Mutual Funds
- Kotak Mutual Fund
- Kotak Business Cycle Fund (Growth)
Kotak Business Cycle Fund (Growth)
₹ 11.959
NAV (Dec 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.959
NAV (Dec 6)
Fund Returns
Last 1Y | 15.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 16.3% |
6 Month CAGR | 13% |
Scheme Information
The scheme shall seek 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 | 1.93 |
Launched (1y ago) | Sep 28, 2022 |
AUM in Crores | 2376.522 |
ISIN | INF174KA1JK2 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Business Cycle Fund (Growth) | NaN | NaN | % | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
4.8%icici bank ltd
4.5%infosys ltd
3.9%maruti suzuki india ltd
3.7%ltimindtree ltd
3.6%Allocation by Sector
financial services
22.8%consumer cyclical
19.1%industrials
17.6%basic materials
9.4%technology
8.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.6% | 7.4% | ||
- | 10.5% | ||
- | 4.2% | ||
6.6% | 7.4% | ||
6.6% | 7.4% |
Kotak Business Cycle Fund (G) Review
Kotak Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 16.3% over a period of 1 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Arjun Khanna, Harish Bihani.
Nav of Kotak Business Cycle Fund (G) as of 12/6/2023 is ₹11.96 with the total AUM as of 12/7/2023 is ₹2376.522. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Business Cycle Fund (G) was launched on Sep 28, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Kotak Business Cycle Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak Business Cycle Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
Kotak Business Cycle Fund (G) is rated as a 0 fund in Equity and delivered 15.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Business Cycle Fund (G).
Frequently Asked Questions
What is Kotak Business Cycle Fund (G)?
How to invest in Kotak Business Cycle Fund (G)?
You can invest in Kotak Business Cycle Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Business Cycle Fund (G)?
The minimum sip amount for Kotak Business Cycle Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Business Cycle Fund (G) good to invest in?
As per Scripbox experts, Kotak Business Cycle Fund (G) is a Not Reviewed Yet fund. You can investKotak Business Cycle Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Business Cycle Fund (G)?
The expense ratio of the Kotak Business Cycle Fund (G) is 1.93% for regular plan.