Kotak Business Cycle Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Business Cycle Growth Direct Plan

NAV
₹17.4710
+0.12%
(20 Nov)
AUM
3,066 Cr
TER
0.6%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.8%
+12.2%
+10.9%
+10.7%
+10.5%
3Y
+31.4%
+30.8%
+29.8%
+30.8%
+19.7%
5Y
+31.4%
+32.9%
+33.6%
+26.6%
NA
ALL
+17.2%
+12.4%
+25.5%
+18.3%
+19.4%
VOL
19.6%
20.1%
22.0%
16.2%
12.0%
TER
0.9%
0.8%
0.6%
0.5%
0.6%
AUM
₹1,466 Cr
₹5,714 Cr
₹5,658 Cr
₹8,189 Cr
₹3,066 Cr
INFO
0.88
0.62
1.16
1.13
1.62
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Business Cycle (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
ICICI Bank Ltd
5.2%
Aster DM Healthcare Ltd Ordinary Shares
3.8%
Bharti Hexacom Ltd
3.8%
HDFC Bank Ltd
3.3%
Eternal Ltd
3.3%
Vishal Mega Mart Ltd
3.2%
Axis Bank Ltd
3.1%
GE Vernova T&D India Ltd
3.0%
Maruti Suzuki India Ltd
2.6%
Krishna Institute of Medical Sciences Ltd
2.5%
Top industry exposure
Financial Services
20.3%
Healthcare
15.0%
Consumer Cyclical
14.6%
Industrials
14.2%
Technology
8.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
27%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
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 allocation between various sectors and stocks at different stages of business cycles in the economy.
Fund manager(s)
Abhishek Bisen
Harish Bihani

FAQs