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  • Kotak Mutual Fund
  • Kotak Business Cycle Fund (Growth)
Kotak Mutual Fund

Kotak Business Cycle Fund (Growth)

EquitySectoral/ Thematic

10.538

NAV (Jun 02)

5.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.538

NAV (Jun 2)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
5.4%
6 Month CAGR
1.4%

Scheme Information

Investment Objective

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
1.96
Launched (1y ago)
Sep 28, 2022
AUM in Crores
2226.214
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
Fund Managers

Arjun Khanna

Fund Manager

Pankaj Tibrewal

Fund Manager

Abhishek Bisen

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Business Cycle Fund (Growth)70%NaN NaN%
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 and Holdings

Last updated on 2023-06-02

Top Stock Holdings

hdfc bank ltd

5.4%
5.4%

icici bank ltd

4.7%
4.7%

infosys ltd

3.8%
3.8%

axis bank ltd

3.6%
3.6%

ltimindtree ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

23%
23%

industrials

19.2%
19.2%

consumer cyclical

16.8%
16.8%

basic materials

11.4%
11.4%

consumer defensive

9%
9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 14,448 cr

₹ 10,178 cr

₹ 8,056 cr

₹ 8,860 cr

₹ 7,811 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 305,816 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,177 debt and 19 hybrid funds.amc-img
022-66384444
fundaccops@kotakmutual.com
Fund NameScripbox Opinion
Till Date CAGR

7.2%

7.5%

-

8.4%

-

4.1%

7.2%

7.5%

7.2%

7.5%

Kotak Business Cycle Fund (G) Review

Kotak Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 5.4% over a period of 0 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Arjun Khanna, Pankaj Tibrewal.

Nav of Kotak Business Cycle Fund (G) as of 6/2/2023 is ₹10.54 with the total AUM as of 6/4/2023 is ₹2226.214. 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 null% 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)?

Kotak Business Cycle Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 1.96% for regular plan.