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

Kotak Business Cycle IDCW Reinvest Direct Plan

NAV
₹16.6370
+1.27%
(2 Jan)
AUM
2,676 Cr
TER
0.52%
Risk
Very High Risk
Insights
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
+32.2%
+27.9%
+25.6%
+25.6%
+25.6%
3Y
NA
+35.1%
+37.0%
+37.0%
+37.0%
5Y
NA
+28.0%
+25.1%
+25.1%
+25.1%
ALL
+25.2%
+17.2%
+12.3%
+12.3%
+12.3%
VOL
11.1%
20.0%
20.3%
20.3%
20.3%
TER
0.5%
0.8%
0.7%
0.7%
0.7%
AUM
₹2,676 Cr
₹1,345 Cr
₹4,686 Cr
₹4,686 Cr
₹4,686 Cr
INFO
2.27
0.86
0.61
0.61
0.61
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 30th Nov
Top holdings
ICICI Bank Ltd
5.0%
Bharti Hexacom Ltd
3.8%
Zomato Ltd
3.2%
Vijaya Diagnostic Centre Ltd
3.1%
Aster DM Healthcare Ltd Ordinary Shares
3.0%
Axis Bank Ltd
3.0%
Brigade Enterprises Ltd
2.9%
HDFC Bank Ltd
2.8%
Mahindra & Mahindra Ltd
2.5%
Bharat Forge Ltd
2.5%
Top industry exposure
Financial Services
19.8%
Industrials
15.0%
Healthcare
14.9%
Consumer Cyclical
14.2%
Consumer Defensive
8.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
52%
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)
Abhishek Bisen
Harish Bihani

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