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NAV as on 29 Mar, 2023 ₹ 9.632 ₹ 0.08(0.88%)
NAV as on 29 Mar, 2023
₹ 9.632
₹ 0.08 (0.88%)
Overview
Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. PPF interest rate is taken from (http://www.publicprovidentfund.com/) The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Read More
About Kotak Business Cycle Fund
  • The investment objective of the scheme is to generate 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.
  • The Fund would follow top-down approach of portfolio construction to identify stages of business cycle, sector opportunities and subsequently using bottom up approach to identify strong companies within those sectors.
Performance as on   
TenorsCAGRCurrent Value of ₹ 10,000 invested
Since Inception5Y3Y1YSince Inception5Y3Y1Y

For performance in SEBI format please refer performance section.

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Portfolio
SectorPortfolio weightBenchmark weightUnderweight / Overweight

%


Performance
Fund Vs Benchmark Returns as on   
Trailing ReturnsSince Inception10Y7Y5Y3Y1Y6M3M1M1W1 DayYTD

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As on

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Dividend History
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Past performance may or may not be sustained in future. Pursuant to payment of dividend, the NAV of the scheme will fall to the extent of payout and statutory levy (if applicable).

The dividend rates could be inclusive of statutory levy, if any. The dividend received by investors will be net of statutory levy (as applicable).

Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans.

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If you had invested
on
and had withdrawn
per
Starting from
To
Details
Investment Objective

Fund Managers
Mr. Pankaj Tibrewal See All Funds Managed
Portfolio turnover ratio
%
*Standard Deviation
%
*Beta
*Sharpe Ratio ##
%
Expense Ratio (Direct) **
%
Expense Ratio (Regular) **
%

Source: *ICRA MFI Explorer     ## Risk rate assumed to be % (FBIL Overnight MIBOR rate as on )     **Total Expense Ratio includes applicable B30 fee and GST.

Source: *ICRA MFI Explorer

## Risk rate assumed to be %

(FBIL Overnight MIBOR rate as on )

**Total Expense Ratio includes applicable B30 fee and GST.

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Documents
© Kotak Mutual Fund.2022
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2022
Mutual fund investments are subject to market risks, read all scheme related documents carefully.