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Kotak Business Cycle Fund-Regular Plan-Growth
Kotak Business Cycle Fund-Regular Plan-Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 05-09-2022
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
FM 1 Mr. Harish Bihani, FM 2 Mr. Abhishek Bisen
Investment Objective
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.
Benchmark
NIFTY 500 TRI
Expense Ratio
1.92% As on (31-10-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
3,066.15 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for Kotak Business Cycle Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Kotak Business Cycle Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Business Cycle Fund-Regular Plan-Growth | 4.02 | 0.85 | 1.84 | 0.92 | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.31 |
| Healthcare | 13.66 |
| Capital Goods | 9.74 |
| Consumer Services | 9.62 |
| Automobile and Auto Components | 8.16 |
| Information Technology | 7.43 |
| Fast Moving Consumer Goods | 5.22 |
| Realty | 5.02 |
| Telecommunication | 3.83 |
| Construction | 3.39 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.18 |
| ASTER DM HEALTHCARE LIMITED EQ | 3.85 |
| Bharti Hexacom Limited | 3.83 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.35 |
| ZOMATO LIMITED EQ | 3.28 |
| VISHAL MEGA MART PRIVATE LIMITED EQ | 3.22 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.05 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.97 |
| MARUTI SUZUKI INDIA LIMITED EQ | 2.57 |
| Krishna Institute Of Medical Sciences Limited | 2.54 |