Kotak Business Cycle Fund - Growth - Direct Plan

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  • (-0.09%)Nav, as on 14-01-2026

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  • Net Change on 14-01-2026

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  • Assets (Cr.)

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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 allocationbetween various sectors and stocks at different stages of business cycles in the economy.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 15.98 24.05 26.26 0.66 34,778.96
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 9.05 31.06 21.97 0.54 8,380.36
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 13.77 25.19 24.32 0.78 6,549.15
SBI PSU Fund - DIRECT PLAN - GROWTH Jan 02, 2013 19.24 30.02 29.11 0.84 5,816.55
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 9.25 14.98 13.19 1.33 5,706.67

Fund Holdings as on 31-December-2025

  • ICICI BANK LTD.

  • BHARTI HEXACOM LTD.

  • ASTER DM HEALTHCARE LTD

  • HDFC BANK LTD.

  • VISHAL MEGA MART LIMITED

  • AXIS BANK LTD.

  • Maruti Suzuki India Limited

  • GE VERNOVA T&D INDIA LIMITED

  • ETERNAL LIMITED

  • Mahindra & Mahindra Ltd.

  • GODREJ CONSUMER PRODUCTS LTD.

  • Minda Industries Ltd.

  • VIJAYA DIAGNOSTIC CENTRE PVT

  • Infosys Ltd.

  • Century Plyboards (India) Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • SBI Life Insurance Company Ltd

  • KRISHNA INSTITUTE OF MEDICAL

  • INDIAN BANK

  • SHRIRAM FINANCE LIMITED

  • Mphasis Ltd

  • Avenue Supermarts Ltd

  • Triparty Repo

  • RELIANCE INDUSTRIES LTD.

  • Larsen and Toubro Ltd.

  • Ultratech Cement Ltd.

  • BRIGADE ENTERPRISES LIMITED

  • HEXAWARE TECHNOLOGIES LTD.

  • SUN PHARMACEUTICAL INDUSTRIES LTD.

  • United Spirits Ltd

  • SAGILITY INDIA LTD.

  • KALPATARU PROJECTS INTERNATIONAL LIMITED

  • ADITYA INFOTECH LIMITED

  • Oberoi Realty Limited

  • MANKIND PHARMA LTD

  • MAHINDRA LIFESPACE DEVELOPERS LTD

  • APTUS VALUE HOUSING FINANCE

  • NTPC LTD

  • ITC Ltd.

  • TVS Motor Company Ltd.

  • JUBILANT INGREVIA LTD.

  • LG ELECTRONICS INDIA LTD.

  • HAPPY FORGINGS LTD

  • ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.

  • MEDI ASSIST HEALTHCARE SERVICES LIMITED

  • CMS INFO SYSTEMS LIMITED

  • Hindustan Aeronautics Ltd.

  • TENNECO CLEAN AIR INDIA LIMITED

  • Tech Mahindra Ltd.

  • BANSAL WIRE INDUSTRIES LIMITED

  • Rolex Rings Limited

  • Power Finance Corporation Ltd.

  • IPCA Laboratories Ltd.

  • BRAINBEES SOLUTIONS LIMITED

  • WESTERN CARRIERS (INDIA) LTD

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • Hospital & Healthcare Services

  • IT - Software

  • Automobiles - Passenger Cars

  • Retailing

  • Construction - Real Estate

  • Insurance

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Business Support

  • Auto Ancillary

  • e-Commerce

  • Engineering - Construction

  • Electric Equipment

  • Household & Personal Products

  • Wood & Wood Products

  • Bank - Public

  • Finance - NBFC

  • Refineries

  • Cement & Construction Materials

  • Breweries & Distilleries

  • Miscellaneous

  • Trading

  • Finance - Housing

  • Cigarettes/Tobacco

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Forgings

  • Finance - Asset Management

  • Defence

  • Steel & Iron Products

  • Bearings

  • Finance Term Lending

  • Logistics

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Fund Manager

  • Cash

  • Equity

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About Kotak Business Cycle Fund

Scheme Analysis

Kotak Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 28-Sep-2022 and currently has an AUM of ₹3,108.04 crore. Kotak Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Kotak Business Cycle Fund ended down ₹-0.02(-0.09%)yesterday to ₹17.029.

Among its top 3 holdings the fund has exposure to ICICI BANK LTD., and

The Kotak Business Cycle Fund is managed by Abhishek Bisen and Harish Bihani.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455