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

Kotak Business Cycle Fund (Growth)

EquitySectoral/ Thematic

13.862

NAV (May 29)

21.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

13.862

NAV (May 29)

Fund Returns

Last 1Y
33.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
21.9%
6 Month CAGR
20.7%

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
1.95
Launched (2y ago)
Sep 28, 2022
AUM in Crores
2442.775
ISIN
INF174KA1JK2
Lock-in
No Lock-in
Benchmark
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

Harish Bihani

Fund Manager

Abhishek Bisen

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Business Cycle Fund (Growth)70%17,62,883 10,30,27133.1%
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 2024-05-29

Top Stock Holdings

icici bank ltd

5.1%
5.1%

axis bank ltd

3.9%
3.9%

hdfc bank ltd

3.7%
3.7%

maruti suzuki india ltd

3.6%
3.6%

bharti hexacom ltd

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

24%
24%

industrials

20.2%
20.2%

consumer cyclical

15.4%
15.4%

consumer defensive

9.1%
9.1%

healthcare

7.1%
7.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 18,691 cr

₹ 14,859 cr

₹ 22,471 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 414,708 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

12.4%

8.2%

16%

14.7%

-

5.2%

12.4%

8.2%

12.4%

8.2%

Kotak Business Cycle Fund (G) Review

Kotak Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 21.9% 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 5/29/2024 is ₹13.86 with the total AUM as of 5/30/2024 is ₹2442.775. 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 Nifty 500 TR INR.

Kotak Business Cycle Fund (G) is rated as a 0 fund in Equity and delivered 33.1% 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 1.95% for regular plan.