Kotak Business Cycle Fund Regular - IDCW

Fund Details

NAV 14.335

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 3.49

Fund Size(in Crores) 3053.74

Fund Performance

1 Month -11.65%

3 Month -13.47%

6 Month -13.8%

1 Year 0.2%

3 Year 14.28%

5 Year 0.0%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (94.35%) Market Cap Small Cap 10.77 Mid Cap 4.22 Large Cap 79.35 Top Sectors Financial 36.71 Technology 7.35 Automobile 7.21 Energy 5.53 Services 5.53 Healthcare 5.09 Capital Goods 4.57 Consumer Staples 4.44 Communication 4.27 Metals & Mining 3.47 Consumer Discretionary 2.43 Materials 2.15 Chemicals 1.81 Construction 1.78 Unclassified 1.03 Insurance 0.99 Top Holding Titan Company 2.42 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 1.86 Mahindra & Mahindra 3.64 Tata Consultancy 1.22 Tata Capital 0.89 Ambuja Cements 0.93 ICICI Prudential Asset Management Company 1.03 Torrent Pharmaceuticals 2.21 Nestle India 3.06 Nifty 50 0.33 Cummins India 0.55 Reliance Industries 3.14 Godrej Consumer 1.04 Bajaj Finserv 1.33 Tata Steel 1.1 Aadhar Housing Fin 0.57 Cigniti Technologies 0.28 SBI Life Insurance Company 0.98 HDFC Bank 9.4 State Bank of India 3.92 Vedanta 0.72 Bharti Airtel 2.39 Max Financial Services 0.95 Axis Bank 0.55 Hindalco Industries 1.64 LTIMindtree 1 Jyothy Labs 0.32 NTPC 1.24 Bank Nifty 1.61 Bharat Electronics 3.15 Tech Mahindra 1.19 Cholamandalam Investment and Finance Company 0.63 Poly Medicure 0.31 Meesho 0.24 Eicher Motors 0.36 Trent 0.28 Muthoot Finance 1.54 Maruti Suzuki India 3.18 Interglobe Aviation 1.3 Eternal 2.93 Asian Paints 1.21 Pidilite Industries 1.24 JB Chemicals 1.02 ICICI Bank 9.78 Power Fin. Corp. 0.8 Coforge 0.68 ONGC 1.11 Sun Pharmaceutical Industries 1.54 Kotak Mahindra Bank 3.57 Info Edge (India) 0.43 Persistent Systems 1.08 Navin Fluorine International 0.56 Larsen & Toubro 1.76 Bajaj Finance 1.06 TBO Tek 0.34 CG Power 0.87 Infosys 1.88

Debt & Others (5.659999999999998%) Sector Allocation Real Estate Investment Trusts 2.46 Infrastructure Investment Trust 1.89 Net Payables -6.65 Debt Credit Ratings Debt Category Anantam Highways Trust 0.22 Others -1.88 IndiGrid Infrastructure Trust 0.21 National Highways Infra Trust 1.45

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.95%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Abhishek Bisen

Education Mr. Bisen is a BA and MBA in Finance.

Experience Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Harish Bihani

Education Mr. Bihani has done MBA in Finance

Experience Prior to joining Kotak Mutual Fund, he has worked with ICICI Prudential Mutual Fund, SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.

Arjun Khanna

Education Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)

Experience Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 10

Date of Incorporation 2022-09-28

Total AUM 595413.8

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.