Kotak Business Cycle Fund Regular-Growth
Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return -0.97% at 30 Oct 2026 12:10 PM
Kotak Business Cycle Fund Regular-Growth: Mutual Fund Overview
Kotak Business Cycle Fund Regular-Growth is an Thematic-Business Cycle mutual fund with over 4.09 years of performance history. The scheme manages an AUM of ₹3413.65 Cr and has a NAV of ₹16.676. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -0.97%.
Fund Details
NAV 16.676
Sub-Type Thematic-Business Cycle
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 4.09
Fund Size(in Crores) 3413.65
Fund Performance
1 Month -1.51%
3 Month -2.92%
6 Month 4.36%
1 Year -0.97%
3 Year 14.47%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.63%) Market Cap Mid Cap 29.66 Small Cap 24.72 Large Cap 44.25 Top Sectors Financial 24.02 Healthcare 12.18 Services 10.95 Communication 8.38 Automobile 7.18 Capital Goods 6.79 Energy 5.14 Technology 3.96 Consumer Discretionary 3.84 Metals & Mining 3.52 Materials 3.37 Insurance 3.26 Construction 2.79 Consumer Staples 2.31 Chemicals 0.94 Top Holding ITC 0.69 Hexaware Technologies 1.11 Jubilant Ingrevia 0.94 HDFC Bank 2.62 Eternal 4.05 ICICI Prudential Asset Management Company 1 LG Electronics India 1.14 Aditya Infotech 5.74 CMS Info Systems 0.55 Western Carriers 0.27 Shadowfax Technologies 0.77 Bharti Hexacom 2.64 Brigade Enterprises 1.4 Shriram Finance 2.48 Reliance Industries 1.23 Ultratech Cement 1.67 Vishal Mega Mart 1.85 Oberoi Realty 1.39 UNO Minda 1.33 Aptus Value Housing Finance India 1 Sagility 1.18 Vedanta Aluminium Metal 1.75 TVS Motor Company 1.15 Infosys 1.39 Hindustan Aero 0.82 KFin Technologies 0.93 Vijaya Diagnostic Centre 3.11 ICICI Bank 7.69 Axis Bank 3.67 Mahindra & Mahindra 1.86 Maruti Suzuki India 2.09 Mankind Pharma 1.48 Mphasis 1.46 Medi Assist Healthcare Services 0.57 Lenskart Solutions 2.7 Avenue Supermarts 1.71 Century Plyboards (India) 1.7 Krishna Institute 3.23 INDO-MIM 4.39 Tenneco Clean Air India 0.75 CORONA Remedies 0.99 NTPC 1.04 Godrej Consumer 1.62 SBI Life Insurance Company 1.65 ACME Solar Holdings 2.87 Aster DM Quality Care 3.37 ICICI Lombard Gen. Insurance 1.61 SBI Funds Management 0.79 Kalpataru Projects Intl. 1.58 Happy Forgings 1.77 360 One Wam 1.99 Indian Bank 1.85
Debt & Others (1.37%) Sector Allocation Net Payables -0.18 Repo 1.55 Debt Credit Ratings Debt Category Others 1.37
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -2.16% Ret 1Y -1.41% Ret 3Y 11.46% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -2.16% Ret 1Y -1.41% Ret 3Y 11.46% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.04%
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) 3
Date of Incorporation 2022-09-28
Total AUM 592379.04
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.
Take Your Next Step
Kotak Business Cycle Fund Regular-Growth FAQs
How to invest in Kotak Business Cycle Fund Regular-Growth?
Investing in Kotak Business Cycle Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Kotak Business Cycle Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Kotak Business Cycle Fund Regular-Growth?
The term expense ratio for Kotak Business Cycle Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Kotak Business Cycle Fund Regular-Growth is 2.04% as of 30 Oct 2026.
What is the NAV of Kotak Business Cycle Fund Regular-Growth?
The NAV of Kotak Business Cycle Fund Regular-Growth is ₹16.676 as of 30 Oct 2026.
What is the AUM of Kotak Business Cycle Fund Regular-Growth?
The AUM (Assets Under Management) of Kotak Business Cycle Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Kotak Business Cycle Fund Regular-Growth is ₹3413.65 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Kotak Business Cycle Fund Regular-Growth?
The PE ratio of Kotak Business Cycle Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Kotak Business Cycle Fund Regular-Growth?
Yes, you can invest in Kotak Business Cycle Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Kotak Business Cycle Fund Regular-Growth in the last 5 years?
The return of Kotak Business Cycle Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Kotak Business Cycle Fund Regular-Growth?
The minimum SIP investment in Kotak Business Cycle Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Kotak Business Cycle Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Kotak Business Cycle Fund Regular-Growth?
The NAV of Kotak Business Cycle Fund Regular-Growth, as of 30 Oct 2026, is ₹16.676.
Who manages the Kotak Business Cycle Fund Regular-Growth?
The fund managers responsible for Kotak Business Cycle Fund Regular-Growth are:
- Abhishek Bisen
- Harish Bihani
- Arjun Khanna