Kotak Business Cycle Fund Regular - Growth
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Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return 5.49% at 23 Dec 2025 09:46 AM
Fund Details
NAV 16.53
Sub-Type Thematic-Business Cycle
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 3.24
Fund Size(in Crores) 3065.32
Fund Performance
1 Month 0.44%
3 Month -1.05%
6 Month 4.17%
1 Year 5.49%
3 Year 17.89%
5 Year 0.0%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.76%) Market Cap Large Cap 68.6 Small Cap 1.75 Mid Cap 29.41 Top Sectors Financial 74.36 Insurance 17.64 Services 7.76 Top Holding Bajaj Finserv 7.83 Indian Renewable Energy Development Agency 0.73 Nippon Life India Asset Management 1.01 Max Financial Services 2.9 REC 2.9 Indian Railway Finance Corporation 1.4 L&T Fin 1.67 Poonawalla Fincorp 0.9 SBI Cards 1.69 Cholamandalam Investment and Finance Company 4.75 Power Fin. Corp. 3.43 Bajaj Holdings & Invest. 3.21 PB Fintech 3.96 CRISIL 0.68 SBI Life Insurance Company 5.77 JIO Financial 6.45 Life Insurance 1.1 LIC Housing Fin. 1.08 General Insurance Corporation of India 0.79 360 One Wam 1.77 Bajaj Finance 15.5 Mahindra & Mahindra Financial Services 1.58 HDFC AMC 3.48 Aditya Birla Capital 1.76 ICICI Prudential 1.57 One97 Communications 3.12 ICICI Lombard Gen. Insurance 3.05 Shriram Finance 7.7 HDFC Life Insurance 5.36 Muthoot Finance 2.63
Debt & Others (0.24%) Sector Allocation Net Receivables 0.24 Debt Credit Ratings Debt Category Others 0.24
Comparison with same funds
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-Growth Ret 1M 0.46% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Daily Reinvestment Ret 1M 0.46% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Fortnightly Ret 1M 0.46% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Fortnightly Reinvestment Ret 1M 0.46% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Half Yearly Ret 1M 0.46% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.46% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Monthly Ret 1M 0.46% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.46% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Quarterly Ret 1M 0.46% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.46% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Weekly Payout Ret 1M 0.46% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.92%
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 2025-11-30
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.
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