Kotak Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.36 %Nav, as on 27-09-2023

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  • Net Change on 27-09-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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.)
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 16.08 21.45 13.32 1.99 4,978
Tata Ethical Fund Regular Plan - Growth May 24, 1996 16.92 23.28 15.53 2.08 1,879.37
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 31.91 29.12 16.47 2.27 1,177.68
HDFC Housing Opportunities Fund - Growth Option Dec 06, 2017 27.54 30.09 12.71 2.26 1,153.90
Edelweiss Recently Listed IPO Fund - Regular Plan Growth Feb 22, 2018 17.42 24.19 18.10 2.24 952.98

Fund Holdings as on 31-August-2023

  • HDFC BANK LTD.

  • ICICI BANK LTD.

  • Infosys Ltd.

  • AXIS BANK LTD.

  • Larsen & Toubro Infotech Ltd

  • Maruti Suzuki India Limited

  • Larsen and Toubro Ltd.

  • Bharat Forge Ltd.

  • Ultratech Cement Ltd.

  • Century Plyboards (India) Ltd.

  • ITC Ltd.

  • Bosch Limited

  • Mahindra & Mahindra Ltd.

  • RELIANCE INDUSTRIES LTD.

  • Carborundum Universal Ltd.

  • Godrej Consumer Products Ltd.

  • Bajaj Finance Ltd.

  • SUN PHARMACEUTICAL INDUSTRIES LTD.

  • Whirlpool of India Ltd.

  • AU Small Finance Bank Ltd.

  • Ashok Leyland Ltd.

  • Kajaria Ceramics Ltd.

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • Dabur India Ltd.

  • Honeywell Automation India Ltd.

  • SRF Ltd.

  • Mahindra Lifespace Developers Ltd

  • Cipla Ltd.

  • STATE BANK OF INDIA.

  • SKF India Ltd

  • United Spirits Ltd

  • BLUE STAR LTD.

  • Tata Chemicals Ltd.

  • Sun TV Network Limited

  • Oberoi Realty Limited

  • Cummins India Ltd.

  • AMBUJA CEMENTS LTD.

  • INDUSIND BANK LTD.

  • Bata India Ltd.

  • Triparty Repo

  • Minda Industries Ltd.

  • Container Corporation of India Ltd.

  • Thermax Ltd.

  • Tech Mahindra Ltd.

  • Jubilant Foodworks Limited

  • Torrent Pharmaceuticals Ltd.

  • IPCA Laboratories Ltd.

  • VIP Industries Limited

  • Aavas Financiers Ltd

  • Elin Electronics Ltd.

  • Vedant Fashions Ltd.

  • Indraprastha Gas Ltd.

  • Hero MotoCorp Ltd.

  • P I Industries Ltd

  • SBFC FINANCE LTD

  • Supreme Industries Limited

  • JIO FINANCIAL SERVICES LTD

  • Kansai Nerolac Paints Ltd

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • IT - Software

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Finance - NBFC

  • Cement & Construction Materials

  • Auto Ancillary

  • Chemicals

  • Construction - Real Estate

  • Engineering - Construction

  • Forgings

  • Wood & Wood Products

  • Cigarettes/Tobacco

  • Refineries

  • Abrasives

  • Consumer Durables - Domestic Appliances

  • Automobiles-Trucks/Lcv

  • Ceramics/Marble/Granite/Sanitaryware

  • Consumer Durables - Electronics

  • Bank - Public

  • Bearings

  • Breweries & Distilleries

  • Air Conditioners

  • Engineering - Industrial Equipments

  • TV Broadcasting & Software Production

  • Diesel Engines

  • Miscellaneous

  • Retailing

  • Logistics

  • Consumer Food

  • Finance - Housing

  • Textile

  • Industrial Gases & Fuels

  • Automobile Two & Three Wheelers

  • Pesticides & Agrochemicals

  • Finance - Others

  • Plastic Products

  • Finance - Stock Broking

  • Paints

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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 ₹2,535.75 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 up ₹0.04(0.36%)yesterday to ₹11.52.

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

The Kotak Business Cycle Fund is managed by Abhishek Bisen and Pankaj Tibrewal.

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