Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 0.26 % | 0★ | ₹2,317 | 4 Months |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 0.26 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 0★ | ₹2,317 Cr | 4 Months |
| Rating | Fund Size | Fund Age |
Scheme 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.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | -2.1% | ||||
| Category Average | 0.7% | 15.7% | 10.1% | - |
Scheme Allocation
Holding
Sector
Asset
HDFC Bank
Infosys
LTI Mindtree
Axis Bank
ICICI Bank
Others
Fund House Details
Kotak Business Cycle Fund
Fund Manager
Pankaj Tibrewal
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. |
|---|
Advance Ratio
| -0.01 | 0.35 | 0.39 | 0.22 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
Equity | Sectoral / Thematic Mutual Funds | 4
14.7%21.3%11.0%1Y3Y5Y -
-
-
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
You can invest in Kotak Business Cycle Fund 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 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"
The Kotak Business Cycle Fund has delivered -2.1% since inception
The NAV of Kotak Business Cycle Fund is ₹9.7 as of 30 January 2023.
The expense ratio of Kotak Business Cycle Fund is 0.26 % as of 30 January 2023.
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”.
