Kotak Business Cycle Fund – Direct Growth

₹ 100
Min SIP
₹ 100
Min Lumpsum
0.3 %
Expense Ratio
Rating
2,373
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 12 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 37.4% - - 22%
Category Average 40.2% 21.2% 17.7% -

Scheme Allocation

By Holding
By Sector
By Asset
4.98%
3.66%
3.38%
Others
81.26%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 4.98%
HDFC Bank Banks Equity 3.66%
Maruti Suzuki Automobile Equity 3.59%
Axis Bank Banks Equity 3.38%
Reliance Industr Refineries Equity 3.13%
Sun Pharma.Inds. Pharmaceuticals Equity 2.97%
Bajaj Finance Finance Equity 2.91%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.87%
Bharat Forge Castings, Forgings & Fastners Equity 2.61%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 2.6%
Infosys IT - Software Equity 2.56%
Mankind Pharma Pharmaceuticals Equity 2.46%
Avenue Super. Retail Equity 2.45%
Godrej Consumer FMCG Equity 2.39%
Bosch Auto Ancillaries Equity 2.38%
Century Plyboard Plywood Boards/Laminates Equity 2.29%
IndusInd Bank Banks Equity 2.13%
SBI Life Insuran Insurance Equity 2.1%
Ambuja Cements Cement Equity 2.07%
SRF Chemicals Equity 2.04%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.98%
UltraTech Cem. Cement Equity 1.93%
Mahindra Life. Construction Equity 1.92%
United Spirits Alcoholic Beverages Equity 1.89%
Oberoi Realty Realty Equity 1.86%
Cholaman.Inv.&Fn Finance Equity 1.77%
Whirlpool India Consumer Durables Equity 1.66%
Uno Minda Auto Ancillaries Equity 1.65%
Blue Star Consumer Durables Equity 1.65%
ITC Tobacco Products Equity 1.62%
Honeywell Auto Electronics Equity 1.57%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.53%
SKF India Bearings Equity 1.4%
Indian Bank Banks Equity 1.32%
Kajaria Ceramics Ceramic Products Equity 1.2%
Cams Services Financial Services Equity 1.18%
AU Small Finance Banks Equity 1.17%
Thermax Capital Goods-Non Electrical Equipment Equity 1.14%
Medi Assist Ser. Insurance Equity 1.12%
Happy Forgings Castings, Forgings & Fastners Equity 1.1%
CMS Info Systems Miscellaneous Equity 1.06%
Tech Mahindra IT - Software Equity 1.05%
Dabur India FMCG Equity 0.99%
Kotak Mah. Bank Banks Equity 0.98%
Inox India Packaging Equity 0.94%
Container Corpn. Logistics Equity 0.93%
Ipca Labs. Pharmaceuticals Equity 0.8%
Hero Motocorp Automobile Equity 0.8%
Azad Engineering Engineering Equity 0.67%
Cyient IT - Software Equity 0.64%
V I P Inds. Plastic products Equity 0.61%
Power Fin.Corpn. Finance Equity 0.58%
Elin Electronics Consumer Durables Equity 0.53%
P I Industries Agro Chemicals Equity 0.5%
Minda Corp Auto Ancillaries Equity 0.44%
Banks
17.62%
Industrial Products
9.98%
Consumer Durables
9.56%
Pharmaceuticals & Biotech
6.45%
IT-Software
5.05%
Others
51.34%
View all Sectors
Sectors Asset
Banks 17.62%
Industrial Products 9.98%
Consumer Durables 9.56%
Pharmaceuticals & Biotech 6.45%
IT-Software 5.05%
Auto Components 4.34%
Finance 4.3%
Retailing 4.08%
Cement & Cement Products 4.01%
Automobiles 3.98%
Personal Products 3.92%
Realty 3.6%
Insurance 3.32%
Petroleum Products 3.09%
Construction 2.85%
Beverages 1.94%
Electrical Equipments 1.93%
Chemicals & Petrochemical 1.91%
Diversified FMCG 1.55%
Industrial Manufacturing 1.54%
Capital Markets 1.24%
Commercial Services & Sup 1.05%
Transport Services 1.03%
Debt 0.7%
IT-Services 0.6%
Fertilisers & Agrochemica 0.47%
Cash & Others -0.11%
Equity
97.75%
Reverse Repos
2.39%
Net Curr Ass/Net Receivables
-0.14%
Others
0%

Advance Ratio

-0.31
Alpha
3.02
SD
0.78
Beta
1.07
Sharpe

Exit Load

Exit Load 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. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.

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 allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the objective of the scheme will be realized.

Fund Managers

Pankaj Tibrewal - Fund Manager

Mr Pankaj Tibrewal has over 13 years of fund management experience. Before joining Kotak AMC, he was an important member of Principal PNB Asset Management Company Pvt’s fund management team. Mr Tibrewal became part of the Kotak Mahindra Mutual Fund AMC back in January 2010 and has over 16 years of experience in the investment fund industry.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

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Frequently Asked Questions

How to invest in Kotak Business Cycle Fund – Direct Growth ?

You can invest in Kotak Business Cycle Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Kotak Business Cycle Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Kotak Business Cycle Fund – Direct Growth ?

The NAV of Kotak Business Cycle Fund – Direct Growth is ₹13.5 as of 12 April 2024.

How to redeem Kotak Business Cycle Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Kotak Business Cycle Fund – Direct Growth?

The minimum SIP amount of Kotak Business Cycle Fund – Direct Growth is ₹100

What are the top sectors Kotak Business Cycle Fund – Direct Growth has invested in?

The top sectors Kotak Business Cycle Fund – Direct Growth has invested in are
  1. Banks - 17.62%
  2. Industrial Products - 9.98%
  3. Consumer Durables - 9.56%
  4. Pharmaceuticals & Biotech - 6.45%
  5. IT-Software - 5.05%

Can I make investments in both the SIP and Lump Sum schemes of Kotak Business Cycle Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Kotak Business Cycle Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Kotak Business Cycle Fund – Direct Growth generated ?

The Kotak Business Cycle Fund – Direct Growth has delivered 22% since inception

What is the expense ratio of Kotak Business Cycle Fund – Direct Growth ?

The expense ratio of Kotak Business Cycle Fund – Direct Growth is 0.3 % as of 12 April 2024.

What is the AUM of Kotak Business Cycle Fund – Direct Growth?

The AUM of Kotak Business Cycle Fund – Direct Growth is ₹3,12,371 Cr as of 12 April 2024

What are the top stock holdings of Kotak Business Cycle Fund – Direct Growth?

The top stock holdings of Kotak Business Cycle Fund – Direct Growth are
  1. ICICI Bank - 4.98%
  2. HDFC Bank - 3.66%
  3. Maruti Suzuki - 3.59%
  4. Axis Bank - 3.38%
  5. Reliance Industr - 3.13%

How can I redeem my investments in Kotak Business Cycle Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Business Cycle Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now