Kotak Business Cycle Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.87
• Std Deviation 12.79%
• Tracking Error 0.00%

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 3108.04 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 1.93%. 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, Aster DM Healthcare & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Healthcare Facilities, Construction Services & Software & Programming.

Some of the similar funds are ICICI Prudential Commodities Fund Regular Growth, Kotak Pioneer Fund Regular Growth, UTI MNC Fund Regular Plan Growth, Kotak Business Cycle Fund Regular Growth, Nippon India Innovation Fund Regular Growth. Kotak Business Cycle Fund Regular Growth has a sharpe ratio of 0.87 & a standard deviation of 12.79%.