Kotak Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹3,302.30 Cr
Expense Ratio
1.97%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
28 Sep 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.79% | -- |
| 3 Months | +6.05% | -- |
| 6 Months | +8.51% | -- |
| 1 Year | +5.3% | +5.3% |
| 2 Years | -- | +6.62% |
| 3 Years | +51.74% | +14.91% |
| 5 Years | -- | 0% |
| Since Launch | +70.96% | +15.12% |
Holdings as on 21 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 272.98 | 8.27 |
| Aditya Infotech | 185.69 | 5.62 |
| AXIS Bank Ltd | 137.40 | 4.16 |
| Aster DM Healthcare | 130.97 | 3.97 |
| Krishna Institute of Medical Sciences Ltd | 120.44 | 3.65 |
| Eternal | 114.23 | 3.46 |
| HDFC Bank | 100.55 | 3.04 |
| Vijaya Diagnostic Centre | 99.79 | 3.02 |
| Bharti Hexacom | 93.71 | 2.84 |
| Shriram Finance | 89.70 | 2.72 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.60
Sharpe Ratio
15.31%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Kotak Pioneer Fund Regular Growth | +9.36% | +18.56% | +15.38% |
| Kotak Business Cycle Fund Regular Growth | +5.3% | +14.91% | -- |
| Aditya Birla Sun Life MNC Fund Growth | -6.44% | +8.25% | +6.19% |
| Tata Ethical Fund Regular Growth | -5.63% | +5.31% | +7.58% |
| Nippon India Innovation Fund Regular Growth | +1.96% | -- | -- |
Results are calculated on CAGR basis
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 3302.30 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 1.97%. 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 fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Aditya Infotech, AXIS Bank Ltd, Aster DM Healthcare.
The major sectors where the fund is invested are Regional Banks, Healthcare Facilities, Security Systems & Services, Construction Services.
Some of the similar funds are Kotak Pioneer Fund Regular Growth, Kotak Business Cycle Fund Regular Growth, Aditya Birla Sun Life MNC Fund Growth, Tata Ethical Fund Regular Growth, Nippon India Innovation Fund Regular Growth. Kotak Business Cycle Fund Regular Growth has a sharpe ratio of 0.60 & a standard deviation of 15.31%.
FAQs
According to the morning star rating Kotak Business Cycle Fund Regular Growth has a Medium risk & Exceptional return.
Kotak Business Cycle Fund Regular Growth is managed by Abhishek Bisen,Harish Bihani.
The expense ratio of Kotak Business Cycle Fund Regular Growth is 1.97%.
The 5 year annualized return on Kotak Business Cycle Fund Regular Growth is 0.00% & it has generated 5.30% in the last 1 year.
The minimum investment in Kotak Business Cycle Fund Regular Growth is 100 Rs.
Kotak Business Cycle Fund Regular Growth has an AUM of 3302.30 crores.
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