Kotak Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 17-05-2024

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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.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 47.69 28.40 24.40 1.65 19,072.35
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 29.44 16.66 16.03 1.93 5,422.46
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 68.18 31.30 26.80 1.90 3,882.89
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 75.96 30.98 26.08 1.91 3,459.54
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 58.62 29.72 22.85 1.94 3,279.66

Fund Holdings as on 30-April-2024

  • ICICI BANK LTD.

  • AXIS BANK LTD.

  • HDFC BANK LTD.

  • Maruti Suzuki India Limited

  • BHARTI HEXACOM LTD.

  • RELIANCE INDUSTRIES LTD.

  • BHARAT FORGE LTD.

  • Triparty Repo

  • Bajaj Finance Ltd.

  • SUN PHARMACEUTICAL INDUSTRIES LTD.

  • Larsen and Toubro Ltd.

  • MANKIND PHARMA LTD

  • Avenue Supermarts Ltd

  • Infosys Ltd.

  • Godrej Consumer Products Ltd.

  • Century Plyboards (India) Ltd.

  • Carborundum Universal Ltd.

  • Bosch Limited

  • Zomato Ltd

  • AMBUJA CEMENTS LTD.

  • Mahindra Lifespace Developers Ltd

  • INDUSIND BANK LTD.

  • Whirlpool of India Ltd.

  • SBI Life Insurance Company Ltd

  • Ultratech Cement Ltd.

  • United Spirits Ltd

  • BLUE STAR LTD.

  • Oberoi Realty Limited

  • Honeywell Automation India Ltd.

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • Minda Industries Ltd.

  • Cummins India Ltd.

  • ITC Ltd.

  • SKF India Ltd

  • INDIAN BANK

  • Computer Age Management Services Limited

  • Kajaria Ceramics Ltd.

  • Thermax Ltd.

  • HAPPY FORGINGS LTD

  • MEDI ASSIST HEALTHCARE SERVICES LIMITED

  • CMS INFO SYSTEMS LIMITED

  • Container Corporation of India Ltd.

  • Tech Mahindra Ltd.

  • INOX INDIA LTD

  • Dabur India Ltd.

  • KOTAK MAHINDRA BANK LTD.

  • IPCA Laboratories Ltd.

  • Elin Electronics Ltd.

  • AZAD ENGINEERING LTD

  • Power Finance Corporation Ltd.

  • VIP Industries Limited

  • Cyient Ltd.

  • P I Industries Ltd

  • MINDA CORPORATION LIMITED

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Auto Ancillary

  • Forgings

  • IT - Software

  • Cement & Construction Materials

  • Construction - Real Estate

  • Household & Personal Products

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Refineries

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Engineering - Construction

  • Retailing

  • Consumer Durables - Electronics

  • Wood & Wood Products

  • Abrasives

  • e-Commerce

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Breweries & Distilleries

  • Air Conditioners

  • Diesel Engines

  • Cigarettes/Tobacco

  • Bearings

  • Bank - Public

  • Depository Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Business Support

  • BPO/ITeS

  • Logistics

  • Finance Term Lending

  • Pesticides & Agrochemicals

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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 ₹2,442.78 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 ₹0.11(0.8%)yesterday to ₹13.811.

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