Kotak Business Cycle Fund Regular-IDCW

Fund Details

NAV 15.129

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 3.69

Fund Size(in Crores) 3064.27

Fund Performance

1 Month 1.76%

3 Month 3.86%

6 Month -1.24%

1 Year 2.26%

3 Year 15.4%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

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

Equity (97.06%) Market Cap Large Cap 44.69 Mid Cap 28.54 Small Cap 23.83 Top Sectors Financial 23.49 Healthcare 11.24 Services 11.2 Automobile 8.28 Communication 6.99 Technology 5.33 Consumer Staples 4.68 Construction 4.27 Materials 4.19 Insurance 3.97 Energy 3.41 Metals & Mining 3.31 Capital Goods 2.77 Consumer Discretionary 1.62 Unclassified 1.16 Chemicals 1.15 Top Holding 360 One Wam 2.23 Aditya Infotech 3.86 Aptus Value Housing Finance India 1.25 Aster DM Healthcare 3.82 Avenue Supermarts 2.3 Axis Bank 4.23 Bansal Wire Industries 0.68 Bharti Hexacom 3.13 Brainbees Solutions 0.44 Brigade Enterprises 1.61 Century Plyboards (India) 2.22 CMS Info Systems 0.83 Eternal 3.24 Godrej Consumer 2.27 Happy Forgings 1.28 HDFC Bank 2.8 Hexaware Technologies 1 Hindustan Aero 0.85 ICICI Bank 8.18 ICICI Lombard Gen. Insurance 1.99 ICICI Prudential Asset Management Company 1.16 Indian Bank 2.17 Infosys 1.84 ITC 0.92 Jubilant Ingrevia 1.15 Kalpataru Projects Intl. 1.6 Krishna Institute 3.22 LG Electronics India 1.18 Mahindra Lifespace Developers 1.19 Mahindra & Mahindra 2.17 Mankind Pharma 1.48 Maruti Suzuki India 2.59 Medi Assist Healthcare Services 0.73 Mphasis 1.72 NTPC 1.43 Oberoi Realty 1.47 Reliance Industries 1.66 Sagility 1.28 SBI Life Insurance Company 1.98 Shriram Finance 2.63 Tech Mahindra 0.77 Tenneco Clean Air India 1.02 TVS Motor Company 1.09 Ultratech Cement 1.97 United Spirits 1.49 UNO Minda 1.41 Vedanta 0.71 Vedanta Aluminium Metal 0.32 Vedanta Iron And Steel 0.32 Vedanta Oil and Gas 0.32 Vedanta Power 0.32 Vijaya Diagnostic Centre 2.72 Vishal Mega Mart 2.49 Western Carriers 0.33

Debt & Others (2.94%) Sector Allocation Repo 2.97 Net Payables -0.03 Debt Credit Ratings Debt Category Others 2.94

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.97%

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) 6

Date of Incorporation 2022-09-28

Total AUM 591224.53

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.