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

Kotak Business Cycle IDCW Reinvest Direct Plan

NAV
₹11.7140
-0.93%
(21 Sep)
AUM
2,536 Cr
TER
0.26%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+25.4%
+25.4%
+9.1%
+9.1%
NA
3Y
+41.0%
+41.0%
+43.3%
+43.3%
NA
5Y
+19.5%
+19.5%
+26.9%
+26.9%
NA
ALL
+14.9%
+14.9%
+17.1%
+17.1%
+17.1%
VOL
19.0%
19.0%
20.1%
20.1%
8.3%
TER
NA
NA
0.8%
0.8%
0.3%
AUM
₹2,986 Cr
₹2,986 Cr
₹930 Cr
₹930 Cr
₹2,536 Cr
INFO
0.79
0.79
0.85
0.85
2.08
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 IDCW Reinvest (DR)
₹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 Aug
Top holdings
HDFC Bank Ltd
4.8%
ICICI Bank Ltd
4.4%
Infosys Ltd
4.0%
Axis Bank Ltd
3.7%
LTIMindtree Ltd
3.5%
Maruti Suzuki India Ltd
3.3%
Larsen & Toubro Ltd
2.7%
Bharat Forge Ltd
2.7%
UltraTech Cement Ltd
2.5%
Century Plyboards (India) Ltd
2.5%
Top industry exposure
Financial Services
22.9%
Industrials
18.4%
Consumer Cyclical
17.8%
Basic Materials
10.2%
Technology
8.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
8%
Lock-in period
-
Exit load
• 1% for redemption within 365 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)
Pankaj Tibrewal
Abhishek Bisen
Arjun Khanna

FAQs