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

Kotak Business Cycle Growth Direct Plan

NAV
₹16.5480
-0.15%
(21 Jan)
AUM
3,108 Cr
TER
0.62%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below 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
+19.5%
+13.6%
+13.3%
+7.4%
+4.8%
3Y
+29.3%
+29.1%
+29.6%
+18.2%
+30.2%
5Y
NA
+29.8%
+28.2%
NA
+21.5%
ALL
+25.8%
+12.1%
+16.7%
+16.4%
+17.6%
VOL
14.4%
20.0%
19.6%
11.9%
16.1%
TER
1.0%
0.8%
0.9%
0.6%
0.5%
AUM
₹3,082 Cr
₹5,817 Cr
₹1,449 Cr
₹3,108 Cr
₹8,304 Cr
INFO
1.79
0.60
0.85
1.38
1.09
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 Dec
Top holdings
ICICI Bank Ltd
5.1%
Bharti Hexacom Ltd
3.7%
Aster DM Healthcare Ltd Ordinary Shares
3.5%
HDFC Bank Ltd
3.3%
Vishal Mega Mart Ltd
3.1%
Axis Bank Ltd
3.1%
Maruti Suzuki India Ltd
3.1%
GE Vernova T&D India Ltd
3.0%
Eternal Ltd
2.8%
Mahindra & Mahindra Ltd
2.6%
Top industry exposure
Financial Services
23.1%
Consumer Cyclical
16.6%
Healthcare
14.3%
Industrials
11.8%
Technology
8.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
23%
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