43164
20327
Kotak Business Cycle Fund - Direct (G)
8.62
-0.09
2.66
16.17
8.34
20.82
7
  • NAV

    17.02

    as on 15 Jul 2025

  • ₹0.06 (0.34%)

    Last Change

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  • ₹ 100

    Min SIP
  • ₹ 100

    Min Lumpsum
  • 0.6%

    Expense Ratio
  • Rating
  • 2,839 Cr

    Fund Size
  • 2 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • 138
  • Wealth Gained
  • NaN
  • Expected Amount
  • NaN
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 15 Jul 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 8.62%
  • -
  • -
  • 20.82
  • 2.82Alpha
  • 3.93SD
  • 0.95Beta
  • 1.02Sharpe
  • 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.

Harish Bihani

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  • Address :
  • 27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
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FAQs

You can invest in Kotak Business Cycle Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Kotak Business Cycle Fund - Direct (G) in the search box.
  3. 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"

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 15 Jul 2025

The expense ratio of Kotak Business Cycle Fund - Direct (G) is % as of 15 Jul 2025

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

The AUM of Kotak Business Cycle Fund - Direct (G) 2470.51 CR as of 15 Jul 2025

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

  1. ICICI Bank - 4.74%
  2. Bharti Hexacom - 4.35%
  3. Axis Bank - 3.70%
  4. Aster DM Health. - 3.65%
  5. Vishal Mega Mart - 3.22%

The top sectors Kotak Business Cycle Fund - Direct (G) has invested in are

  1. Banks - 16.63%
  2. Industrial Products - 8.3%
  3. Consumer Durables - 7.96%
  4. Auto Components - 7.08%
  5. Pharmaceuticals & Biotech - 5.49%

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

Yes, You can select both SIP or Lumpsum investment of Kotak Business Cycle Fund - Direct (G) based on your investment objective and risk tolerance

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