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Kotak Business Cycle Fund
Kotak Business Cycle Fund
It's a Navigator
It invests in sectors and stocks which show signs of growth in the business cycle.
Overview
- 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.
| Tenors | CAGR | Current Value of ₹ 10,000 invested | ||||||
|---|---|---|---|---|---|---|---|---|
| Since Inception | 5Y | 3Y | 1Y | Since Inception | 5Y | 3Y | 1Y | |
For performance in SEBI format please refer performance section.
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Portfolio
| Sector | Portfolio weight | Benchmark weight | Underweight / Overweight |
|---|
%
Performance
| Trailing Returns | Since Inception | 10Y | 7Y | 5Y | 3Y | 1Y | 6M | 3M | 1M | 1W | 1 Day | YTD |
|---|
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As on
NAV Movement 
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Nav movement shows Nav and Index price of Kotak Business Cycle Fund since inception. The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. Investment on inception date can happen on a non-business day.
let's calculate your dividend
since inception, you would have earned ₹ as Dividend and your current value of investment ₹
Download 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.
SWP Calculator
Details
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.
