Kotak Business Cycle Fund Regular - Growth

Fund Details

NAV 16.151

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 3.36

Fund Size(in Crores) 3108.03

Fund Performance

1 Month -3.36%

3 Month -3.06%

6 Month 0.32%

1 Year 6.41%

3 Year 17.54%

5 Year 0.0%

Know This Fund

As on 05 Feb 2026

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

Equity (98.48%) Market Cap Mid Cap 24.59 Small Cap 26.67 Large Cap 47.22 Top Sectors Financial 17.72 Healthcare 11.82 Services 11.67 Automobile 10.18 Technology 7.06 Construction 6.38 Capital Goods 6.08 Consumer Staples 5.33 Communication 5.17 Insurance 4.37 Materials 4.06 Energy 2.96 Metals & Mining 1.88 Consumer Discretionary 1.64 Chemicals 1.11 Unclassified 1.05 Top Holding ITC 1.17 Hexaware Technologies 1.69 Jubilant Ingrevia 1.11 Eternal 2.83 HDFC Bank 3.32 LG Electronics India 1.11 ICICI Prudential Asset Management Company 1.05 Aditya Infotech 1.47 CMS Info Systems 0.95 Western Carriers 0.39 Bharti Hexacom 3.7 United Spirits 1.6 Brigade Enterprises 1.78 Shriram Finance 2.08 Mahindra Lifespace Developers 1.36 Reliance Industries 1.79 Ultratech Cement 1.78 Vishal Mega Mart 3.12 Oberoi Realty 1.45 GE Vernova T&D 3.02 UNO Minda 2.54 Aptus Value Housing Finance India 1.32 Sagility 1.55 TVS Motor Company 1.15 Infosys 2.48 Power Fin. Corp. 0.69 Hindustan Aero 0.85 Vijaya Diagnostic Centre 2.5 Tech Mahindra 0.82 ICICI Bank 5.1 Axis Bank 3.1 Mahindra & Mahindra 2.57 Maruti Suzuki India 3.1 Mankind Pharma 1.42 Mphasis 2.07 Medi Assist Healthcare Services 0.96 Bansal Wire Industries 0.8 Avenue Supermarts 1.87 Century Plyboards (India) 2.28 Krishna Institute 2.11 Tenneco Clean Air India 0.82 NTPC 1.17 Godrej Consumer 2.56 SBI Life Insurance Company 2.18 Ipca Laboratories 0.68 Sun Pharmaceutical Industries 1.66 ICICI Lombard Gen. Insurance 2.19 Kalpataru Projects Intl. 1.51 Brainbees Solutions 0.53 Rolex Rings 0.7 Aster DM Healthcare 3.45 Happy Forgings 1.08 Indian Bank 2.11 Larsen & Toubro 1.79

Debt & Others (1.52%) Sector Allocation Net Payables -0.35 Repo 1.87 Debt Credit Ratings Debt Category Others 1.52

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.94%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

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

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.

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.

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) 13

Date of Incorporation 2022-09-28

Total AUM 2025-12-31

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.