First slide
CAGRinfo_imgSince inception
18.23%
info_img
Overview
If you had invested
as on

would have grown to ₹ 1252
as of

i.e. 17.17 % CAGR

Scheme Inception date is 28/9/2022. Mr. Abhishek Bisen has been managing the fund since 28/9/2022. Mr. Harish Bihani has been managing the fund since 20/10/2023. Different plans have different expense structure. The performance details provided herein are of regular plan Past performance may or may...

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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.
Portfolio
SectorPortfolio weight
Banks
17.93 %
Industrial Products
10.64 %
Consumer Durables
9.85 %
Pharmaceuticals and Biotechnology
5.72 %
Finance
5.2 %
IT - Software
4.94 %
Automobiles
4.84 %
Cement and Cement Products
4.12 %
Personal Products
3.63 %
Retailing
3.6 %

Banks

17.93 %

Performance
Fund Vs Benchmark Returns as on   
Trailing ReturnsSince Inception10Y7Y5Y3Y1Y6M3M1M1W1 DayYTD
Kotak Business Cycle Fund - Regular (G)17.17----28.75%10.71%8.65%2.84%-0.21%-1.23%29.18%
Nifty 500 TRI25.83----39.22%19.01%13.01%3.36%-0.53%-1.34%31.44%

Scheme Inception date is 28/9/2022. Mr. Abhishek Bisen has been managing the fund since 28/9/2022. Mr. Harish Bihani has been managing the fund since 20/10/2023. Different plans have different expense structure. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. All payouts during the period have been reinvested in the units of the Read More

As on Feb 28, 2024

Historical Returns (as per SEBI format) as on   
TenorsCAGRCurrent Value of ₹ 10,000 invested
Since Inception5Y3Y1Y6 MSince Inception5Y3Y1Y6 M
Kotak Business Cycle Fund - Regular (G)17.17%--28.75%10.71%12,521.00--12,875.0611,070.73
Nifty 500 TRI25.83%--39.22%19.01%13,855.09--13,922.4711,901.47

Scheme Inception date is 28/9/2022. Mr. Abhishek Bisen has been managing the fund since 28/9/2022. Mr. Harish Bihani has been managing the fund since 20/10/2023. Different plans have different expense structure. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. All payouts during the period have been reinvested in the units of the Read More

As on Feb 28, 2024

Rolling Returns
 10 Year7 Year5 Year3 Year1 Year
Average----18.33
Maximum---- 30.17
Minimum---- 7.44
% times +ve returns0.000.000.000.00100
% times returns > 0.000.000.000.00100

The returns are of Regular Growth Plan. Returns are calculated since inception with daily rolling frequency for the respective periods.

NAV Movement img Download img
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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.

SWP Calculator
If you had invested
on
and had withdrawn
per
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Details
Fund Managers
Mr. Harish Bihani See All Funds Managed
Mr. Abhishek Bisen See All Funds Managed
Mr. Arjun Khanna See All Funds Managed
Portfolio turnover ratio
24.85%
Expense Ratio (Direct) **
0.30
Expense Ratio (Regular) **
1.93

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

Source: *ICRA MFI Explorer

## Risk rate assumed to be %

(FBIL Overnight MIBOR rate as on NA)

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

A) Direct Plan B) Regular PlanOptions: Payout of IDCW, Reinvestment of IDCW & Growth (applicable for all plans)
Initial Investment: Rs100 and any amount thereafter
Additional Investment: Rs100 and any amount thereafter
Ideal Investments Horizon: 5 years & above
Entry Load: Nil
Exit Load: a) For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. b) If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. c) If units are redeemed or switched out on or after 1 year from the date of allotment: NIL. Units issued on reinvestment of IDCWs shall not be subject to entry and exit load.
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Fund
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Tier 1 Benchmark
Kotak Business Cycle Fund (An open ended equity scheme following business cycles based investing theme)
This open ended fund Scheme is suitable for investors seeking
  1. Long term capital growth
  2. Investment in portfolio of predominantly equity & equity related securities of companies with a focus on riding business cycles through dynamic allocation between various sectors and stocks at differe
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them
© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related documents carefully.