43162
20327
Kotak Business Cycle Fund - Regular Growth
15.76
3.31
0.08
-1.31
-0.65
-2.75
13.76
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/kotak-mahindra-mf.png
7
1.55
15.76
Kotak Business Cycle Fund - Regular (G)
1.55
15.76
1.11
3.5
3 Years
Kotak Business Cycle Fund - Regular Growth
-
NAV
16.00
23 May 2026
-
-0.01%
1 Day
-
15.76%
3Y CAGR returns
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
2.18%
Expense Ratio -
3,064 Cr
Fund Size -
3 Years
Fund Age
SIP Calculator
₹
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 23 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 3.31%
- 15.76%
- 13.76
- 1.12Alpha
- 4.22SD
- 0.94Beta
- 0.50Sharpe
- 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
- Fund Name
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 7,707
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,365
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,535
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 3,064
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 7,470
20327
- Fund Name
-
- Other
- FoFs Domestic
- AUM - ₹ 945
-
Kotak Gold Fund Growth
- 35.37
-
- Other
- FoFs Domestic
- AUM - ₹ 6,693
-
- Other
- FoFs Overseas
- AUM - ₹ 4,215
-
- Other
- FoFs Overseas
- AUM - ₹ 1,540
-
- Other
- Index Fund
- AUM - ₹ 200
- Address :
- 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
-
- Contact :
- +91022 61152100
-
- Email ID :
- fundaccops@kotakmutual.com
Mutual Fund by Category
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 15.57%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
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Liquid Mutual
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Long Duration
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FAQs
Kotak Business Cycle Fund - Regular Growth has delivered 13.86% since inception
The NAV of Kotak Business Cycle Fund - Regular Growth is ₹16.012 as of 23 May 2026
The expense ratio of Kotak Business Cycle Fund - Regular Growth is 2.18 % as of 23 May 2026
The AUM of Kotak Business Cycle Fund - Regular Growth 3064.28 CR as of 23 May 2026
The minimum SIP amount of Kotak Business Cycle Fund - Regular Growth is 100
The top stock holdings of Kotak Business Cycle Fund - Regular Growth are
- ICICI Bank - 8.18%
- Axis Bank - 4.23%
- Aditya Infotech - 3.86%
- Aster DM Health. - 3.82%
- Eternal - 3.24%
The top sectors Kotak Business Cycle Fund - Regular Growth has invested in are
- - 0%