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

Kotak Business Cycle IDCW Reinvest Direct Plan

NAV
₹17.3980
+0.20%
(12 Sep)
AUM
2,914 Cr
TER
0.59%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+5.3%
-3.6%
-3.6%
-3.6%
-5.5%
3Y
NA
+29.9%
+29.9%
+29.9%
+29.3%
5Y
NA
+31.7%
+31.7%
+31.7%
+29.7%
ALL
+20.5%
+11.8%
+11.8%
+11.8%
+16.4%
VOL
12.2%
20.2%
20.2%
20.2%
20.2%
TER
0.6%
0.8%
0.8%
0.8%
0.9%
AUM
₹2,914 Cr
₹5,179 Cr
₹5,179 Cr
₹5,179 Cr
₹1,391 Cr
INFO
1.69
0.58
0.58
0.58
0.81
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
ICICI Bank Ltd
4.5%
Bharti Hexacom Ltd
3.8%
Aster DM Healthcare Ltd Ordinary Shares
3.6%
Vishal Mega Mart Ltd
3.5%
Eternal Ltd
3.4%
GE Vernova T&D India Ltd
2.9%
Godrej Consumer Products Ltd
2.8%
UNO Minda Ltd
2.7%
Krishna Institute of Medical Sciences Ltd
2.7%
Infosys Ltd
2.6%
Top industry exposure
Financial Services
17.4%
Healthcare
15.5%
Consumer Cyclical
15.2%
Industrials
14.7%
Consumer Defensive
8.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
32%
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