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Kotak Business Cycle Fund-Reg(G)

As on Jun-18-2025 change fund
15.86  up0.01 (0.09%)
BUY

fund objective

The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocationbetween various sectors and stocks at different stages of business cycles in the economy.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2024-20252023-20242022-2023
NAV in Rs (as on 31-Mar)14.3712.859.69
Net Assets(Rs Crores) (as on 31-Mar) 2492.96 2373.33 2226.21
Scheme Returns(%)(Absolute)10.6632.32-3.07
B'mark Returns(%)(Absolute)NANANA
Category Rank13/11950/8237/61
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202516.1010.39-4.53-8.60
2023-202413.244.547.604.11
2022-2023NANA0.67-3.72
Top 10 holdings
company (%)
ICICI Bank Ltd.4.93 
Bharti Hexacom Ltd.4.24 
Aster DM Healthcare Ltd.3.57 
Axis Bank Ltd.3.39 
Godrej Consumer Products Ltd.2.94 
Hexaware Technologies Ltd.2.93 
Vishal Mega Mart Ltd.2.93 
Eternal Ltd.2.77 
Krishna Institute of Medical S...2.70 
HDFC Bank Ltd.2.64 

Category

Thematic Fund

Launch Date

28-Sep-22

Scheme Benchmark

NA

AUM ( in Cr.)

2,728.93

portfolio price to book value

7.21

investing style?

Large Growth

fund manager?

Harish Bihani,Abhishek Bisen

expense ratio %

1.95

Top 10 sectors
sectors (%)
Bank - Private10.95
Hospital & Healthcare Services8.74
IT - Software6.21
Construction - Real Estate5.22
Retailing5.18
Pharmaceuticals & Drugs5.15
Automobiles - Passenger Cars4.71
Insurance4.32
Telecommunication - Service Provider4.24
e-Commerce3.49

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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JavaScript chart by amCharts 3.4.2Kotak Business Cycle Fund-Reg(G) :
JavaScript chart by amCharts 3.4.228-09-2213-12-2216-02-2328-04-2305-07-2308-09-2320-11-2329-01-2405-04-2414-06-2422-08-2428-10-2406-01-2512-03-2522-05-250100,000200,000300,000400,000500,000Show all
performance comparison with similar schemes
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Kotak Business Cycle Fund-Reg(G)Large-Growth 28-Sep-20222,728.936.83NANANA18.44BUY
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,394.40-7.0938.9229.2516.7812.62BUY
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20006,863.663.1635.8331.4515.9713.49BUY
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Growth 30-Dec-20195,581.82-8.4335.3931.89NA24.24BUY
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021709.152.7431.24NANA20.36BUY
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201928,204.2410.8129.0532.26NA21.71BUY
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,958.21-9.3828.46NANA21.56BUY
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,447.34-7.4425.8627.7411.7916.51BUY
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,807.235.9425.2326.61NA21.72BUY
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009303.25-0.9919.3220.1512.0816.90BUY
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-2019104.284.4618.5020.40NA15.80BUY
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,456.33-4.7015.9020.4911.6015.48BUY
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024943.8115.86NANANA25.73BUY
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,219.780.80NANANA23.19BUY
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,564.45-0.62NANANA19.67BUY
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,626.20-2.65NANANA16.33BUY
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,532.65-3.80NANANA21.78BUY
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202412,097.73-3.82NANANA2.70BUY
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024563.50NANANANA-9.40BUY
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,307.63NANANANA-5.07BUY
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-20241,082.24NANANANA-0.96BUY
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20247,367.42NANANANA-5.47BUY
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,683.25NANANANA-1.02BUY
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,720.43NANANANA-3.69BUY
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,839.81NANANANA-11.91BUY
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,756.07NANANANA7.88BUY
disclaimer

Finmoksha financial services, is an AMFI registered distributor with ARN No. 143367 through its proprietor Gopal Kumar Agrawal

The firm does not furnish any guaranties, warranties or representations, express or implied, on products offered through the Finmoksha platform. The firm accepts no liability for any damages or losses however caused, in connection with investments made through the platform. Terms and conditions of the platform are applicable at all times.

Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums (if any) issued thereto from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements, risk appetite and time horizon before choosing a scheme of mutual fund or any other investment.

ARN No. 143367    

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