Kotak Business Cycle Fund

Equity | Sectoral / Thematic Mutual Funds
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

Returns and Ranks ( as on 30 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns - - - -2.1%
Category Average 0.7% 15.7% 10.1% -

Scheme Allocation

Holding
Sector
Asset
HDFC Bank
5.09%
Infosys
4.56%
LTI Mindtree
3.47%
Axis Bank
3.42%
ICICI Bank
3.23%
Others
80.23%
Banks
15.68%
Debt
11.83%
Consumer Durables
9.89%
Industrial Products
8.39%
Automobiles
5.66%
Others
48.55%
Equity
88.83%
Reverse Repos
11.83%
Net Curr Ass/Net Receivables
-0.66%

Fund House Details

Kotak Mahindra Mutual Fund

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

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”.
Invest Now