- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Business Cycle Fund (G)
Kotak Business Cycle Fund (G)
₹ 16.229
NAV (Sep 13)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.229
NAV (Sep 13)
Fund Returns
Last 1Y | 39.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 28% |
6 Month CAGR | 32.4% |
Scheme Information
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 | 1.93 |
Launched (0y ago) | 1.93 |
AUM in Crores | 2715.5 |
ISIN | INF174KA1JK2 |
Lock-in | |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Business Cycle Fund (G) | 21,51,690 | 14,19,078 | 39.8% | |
| 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
ICICI Bank Ltd.
4.9%Bharti Hexacom Ltd.
4%Others
3.7%HDFC Bank Ltd.
3.6%Axis Bank Ltd.
3.5%Allocation by Sector
Financial
18.64%Automobile
11.16%Services
8.22%Healthcare
7.04%Consumer Staples
6.95%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
11.799% | 14.354% | ||
14.065% | 8.139% | ||
- | 5.604% | ||
6.231% | 6.91% | ||
5.737% | 7.304% |
Kotak Business Cycle Fund (G) Review
Kotak Business Cycle Fund (G) is a Equity Equity fund and has delivered an annualised return of 27.998% over a period of 1 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Kotak Business Cycle Fund (G) as of 9/13/2024 is ₹16.23 with the total AUM as of 9/15/2024 is ₹2715.4643. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Business Cycle Fund (G) was launched on 2022-09-28. The category risk of the fund is null.
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 NIFTY 500 Total Return Index.
Kotak Business Cycle Fund (G) is rated as a null fund in Equity and delivered 39.761% 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 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.