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

Kotak Business Cycle Fund (Growth)

EquitySectoral/ Thematic

10.395

NAV (Dec 02)

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

10.395

NAV (Dec 2)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

4%

6 Month CAGR

NA

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

0

Launched (0y ago)

Sep 28, 2022

AUM in Crores

2350.226

ISIN

INF174KA1JK2

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

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

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

triparty repo

52.7%
52.7%

hdfc bank ltd

2.4%
2.4%

reliance industries ltd

2.2%
2.2%

icici bank ltd

2.1%
2.1%

mahindra & mahindra ltd

1.9%
1.9%
See all holdings

Allocation by Sector

financial services

11.2%
11.2%

consumer cyclical

10.1%
10.1%

industrials

8.2%
8.2%

basic materials

6.7%
6.7%

technology

3%
3%
See all sectors

Compare Kotak Business Cycle Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 290,015 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,171 debt and 19 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.8%

    6.8%

    -

    -1.5%

    10.8%

    6.8%

    10.8%

    6.8%

    9.7%

    8.6%

    Kotak Business Cycle Fund (G) Review

    Kotak Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 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 12/2/2022 is ₹10.39 with the total AUM as of 12/5/2022 is ₹2350.226. 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 Moderately High risk.

    The minimum SIP amount for Kotak Business Cycle Fund (G) is ₹0 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 stocks 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 ₹0. 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 % for regular plan.