Kotak Business Cycle IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Kotak Business Cycle IDCW Reinvest Direct Plan

NAV
₹10.0010
+0.92%
(3 Feb)
AUM
2,318 Cr
TER
0.26%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.9%
+7.9%
+7.9%
-0.1%
NA
3Y
+40.5%
+40.5%
+40.5%
+36.6%
NA
5Y
NA
NA
NA
+19.4%
NA
ALL
+36.7%
+36.7%
+36.7%
+16.1%
+0.0%
VOL
27.7%
27.7%
27.7%
20.5%
8.5%
TER
1.1%
1.1%
1.1%
0.6%
0.3%
AUM
₹768 Cr
₹768 Cr
₹768 Cr
₹828 Cr
₹2,318 Cr
INFO
1.33
1.33
1.33
0.78
0.00
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 Dec
Top holdings
Triparty Repo
11.8%
HDFC Bank Ltd
5.1%
Infosys Ltd
4.6%
LTIMindtree Ltd
3.5%
Axis Bank Ltd
3.4%
ICICI Bank Ltd
3.2%
Maruti Suzuki India Ltd
3.1%
Reliance Industries Ltd
2.7%
UltraTech Cement Ltd
2.6%
Mahindra & Mahindra Ltd
2.6%
Top industry exposure
Financial Services
19.9%
Consumer Cyclical
17.8%
Industrials
16.8%
Basic Materials
9.2%
Technology
9.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
0%
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