43164
20327
Kotak Business Cycle Fund - Direct (G)
16.88
6.47
0.20
2.13
5.59
9.63
16.90
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/kotak-mahindra-mf.png
7
1.6
16.88
Kotak Business Cycle Fund - Direct (G)
1.53
15.22
1.11
3.5
3 Years
Kotak Business Cycle Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
17.92
22 Jul 2026
-
-1.23%
1 Day
-
16.88%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
0.82%
Expense Ratio -
3,302 Cr
Fund Size -
3 Years
Fund Age
Returns and Ranks ( as on 22 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 6.47%
- 16.88%
- 16.90
- 3.91Alpha
- 4.42SD
- 0.95Beta
- 0.75Sharpe
- Exit Load
- For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
-
- Contact :
- +91022 61152100
-
- Email ID :
- fundaccops@kotakmutual.com
Other Calculators
Frequently Asked Questions
Kotak Business Cycle Fund - Direct (G) has delivered 28.34% since inception
The NAV of Kotak Business Cycle Fund - Direct (G) is ₹15.605 as of 22 Jul 2026
The expense ratio of Kotak Business Cycle Fund - Direct (G) is 0.82 % as of 22 Jul 2026
The AUM of Kotak Business Cycle Fund - Direct (G) 2470.51 CR as of 22 Jul 2026
The minimum SIP amount of Kotak Business Cycle Fund - Direct (G) is 100
The top stock holdings of Kotak Business Cycle Fund - Direct (G) are
- ICICI Bank - 8.27%
- Aditya Infotech - 5.62%
- Axis Bank - 4.16%
- Aster DM Health. - 3.97%
- Krishna Institu. - 3.65%
The top sectors Kotak Business Cycle Fund - Direct (G) has invested in are
- Banks - 16.63%
- Industrial Products - 8.3%
- Consumer Durables - 7.96%
- Auto Components - 7.08%
- Pharmaceuticals & Biotech - 5.49%