Kotak Business Cycle Fund Regular Growth

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Equity
Equity - Other
Rating N.A.
Plan

14.38 +0.11 (0.74%) NAV as on 27 Mar, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)2325.58
CAGR 12.92%
Exit Load0.50%
Expense ratio1.98%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2022-09-28

Asset Allocation

Holdings As On - 28 March 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Icici Bank
116.80
5.02%

Bharti Hexacom
90.32
3.88%

Axis Bank
81.76
3.52%

Hdfc Bank
72.77
3.13%

Aster Dm Healthcare
70.10
3.01%

Zomato
68.57
2.95%

Vishal Mega Mart
64.24
2.76%

Infosys
64.14
2.76%

Century Plyboards (I)
61.59
2.65%

Peer Comparison

Fund Name
ICICI Prudential Commodities Fund Regular Growth5.96%
Kotak Pioneer Fund Regular Growth9.23%
Kotak Business Cycle Fund Regular Growth12.92%
ICICI Prudential Housing Opportunities Fund Regular Growth9.16%
Aditya Birla Sun Life Quant Fund Regular Growth0%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.00
Std Deviation 0.00%
Tracking Error 0.00%

About Fund

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.

The Kotak Business Cycle Fund Regular Growth has an AUM of 2325.58 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.98%. The minimum investment in Kotak Business Cycle Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Icici Bank, Bharti Hexacom, Axis Bank & Hdfc Bank.

The major sectors where the fund is invested are Regional Banks, Construction Services, Healthcare Facilities & Constr. - Supplies & Fixtures.

Some of the similar funds are ICICI Prudential Commodities Fund Regular Growth, Kotak Pioneer Fund Regular Growth, Kotak Business Cycle Fund Regular Growth, ICICI Prudential Housing Opportunities Fund Regular Growth, Aditya Birla Sun Life Quant Fund Regular Growth. Kotak Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.