- Mutual Funds
- Kotak Mutual Fund
- Kotak Business Cycle Fund (Growth)
Kotak Business Cycle Fund (Growth)
₹ 13.043
NAV (Apr 16)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.043
NAV (Apr 16)
Fund Returns
Last 1Y | 31.7% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 18.7% |
6 Month CAGR | 13.4% |
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 (2y ago) | Sep 28, 2022 |
AUM in Crores | 2373.330 |
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Business Cycle Fund (Growth) | 16,92,074 | 9,59,462 | 31.7% | |
| 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
5%hdfc bank ltd
3.7%maruti suzuki india ltd
3.6%axis bank ltd
3.4%reliance industries ltd
3.1%Allocation by Sector
financial services
25%industrials
19.8%consumer cyclical
15.7%consumer defensive
9.3%basic materials
8.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.2% | 8.4% | ||
12.5% | 13.8% | ||
- | 5% | ||
14.2% | 8.4% | ||
14.2% | 8.4% |
Kotak Business Cycle Fund (G) Review
Kotak Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 18.7% 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 4/16/2024 is ₹13.04 with the total AUM as of 4/18/2024 is ₹2373.33. 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 31.7% 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.