Kotak Business Cycle Fund Regular - Growth

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 (99.8%) Market Cap Mid Cap 53.67 Small Cap 26.55 Large Cap 19.58 Top Sectors Capital Goods 19.15 Financial 16.47 Technology 14.2 Services 9.29 Healthcare 8.66 Chemicals 7.95 Consumer Staples 6.36 Metals & Mining 3.73 Automobile 3.33 Energy 2.46 Communication 2.3 Textiles 2.14 Construction 1.64 Materials 0.98 Consumer Discretionary 0.73 Others 0.4 Top Holding NBCC (India) 0.64 Pfizer 0.39 Glenmark Pharmaceuticals 0.99 Redington 0.96 Rites 0.12 Glaxosmithkline Pharma 0.77 Maharashtra Seamless 0.11 Sumitomo Chemical India 0.22 HBL Engineering 0.45 Polycab India 1.36 UTI Asset Mgmt 0.11 Muthoot Finance 2.3 CAMS 0.88 Nippon Life India Asset Management 0.81 Dixon Technologies (India) 2.85 L&T Technology Services 0.44 Castrol India 0.53 Berger Paints India 0.98 Apar Industries 0.59 SBI Cards 1.96 Narayana Hrudayalaya 1.09 Firstsource Solutions 0.62 Persistent Systems 3.9 BLS International Services 0.22 Oracle Financial Services Software 0.74 Mazagon Dock Shipbuilders 1.58 Indian Bank 1.23 Cummins India 2.3 Intellect Design Arena 0.74 Suzlon Energy 3.79 Himadri Speciality Chemical 0.46 Blue Star 0.73 Manappuram Finance 1.19 Hitachi Energy India 1.98 Garden Reach Shipbuilders & Engineers 0.7 Indraprastha Gas 0.67 Zen Technologies 0.45 Cohance Lifesciences 0.35 Mahanagar Gas 0.35 APL Apollo Tubes 1.74 Schneider Electric 0.22 Lupin 2.05 Caplin Point Laboratories 0.22 Petronet LNG 0.76 PI Industries 1.09 eClerx Services 0.58 Rail Vikas Nigam 0.62 Ceat 0.53 PG Electroplast 0.6 HDFC AMC 3.19 Indus Towers 2.3 Angel One 0.78 Elecon Engineering 0.23 Marico 2.39 Gillette India 0.41 Bank of Maharashtra 0.29 BSE 5.32 Astrazeneca Pharma India 0.34 Godfrey Phillips India 0.9 NMDC 0.93 Page Industries 1.53 Kei Industries 0.89 Action Construction Equipment 0.17 Nava 0.4 Triveni Turbine 0.25 Coforge 3.87 Aurobindo Pharma 1.04 Zensar Technologies 0.47 Dr. Lal Pathlabs 0.44 Colgate-Palmolive (India) 1.69 Escorts Kubota 0.39 Kirloskar Brothers 0.16 Bayer CropScience 0.29 IEX 0.7 Housing & Urban Dev Corp 0.37 Poly Medicure 0.29 Newgen Software Technologies 0.28 Neuland Laboratories 0.72 Home First Finance Company India 0.52 Bharat Dynamics 1.02 LT Foods 0.38 CreditAccess Grameen 0.35 Motilal Oswal Financial Services 0.74 Solar Industries India 2.83 Welspun Corp 0.7 Coromandel International 2.34 Mphasis 1.08 K.P.R. Mill 0.61 Techno Electric & Eng. Co. 0.23 Affle 3I 0.61 360 One Wam 1.11 Godawari Power And Ispat 0.24 Oil India 0.69 KPIT Technologies 0.83 MRF 1.54 Central Depository Services (India) 1.51 UNO Minda 0.87 BASF India 0.19 Tata Elxsi 0.77 Cochin Shipyard 0.62

Debt & Others (0.2%) Sector Allocation Net Current Assets 0.2 Debt Credit Ratings Debt Category Others 0.2

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth Ret 1M 0.53% Ret 1Y 16.96% Ret 3Y 16.43% Ret 5Y 16.21%

Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Ret 1M 0.53% Ret 1Y 16.96% Ret 3Y 16.43% Ret 5Y 16.21%

Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Reinvestment Ret 1M 0.53% Ret 1Y 16.96% Ret 3Y 16.43% Ret 5Y 16.21%

Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-Growth Ret 1M 0.64% Ret 1Y 16.53% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Payout Ret 1M 0.64% Ret 1Y 16.53% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Reinvestment Ret 1M 0.64% Ret 1Y 16.53% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-Growth Ret 1M 0.37% Ret 1Y 11.95% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-IDCW Ret 1M 0.37% Ret 1Y 11.95% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.92%

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.