Kotak Business Cycle Fund-Regular Plan-IDCW option
Category: Equity: Thematic-Others
Launch Date: 28-09-2022
AUM:
₹ 2,442.78 Cr
Expense Ratio
1.95%
Benchmark
NIFTY 500 TRI
ISIN
INF174KA1JL0
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Abhishek Bisen, Arjun Khanna, Harish Bihani
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Business Cycle Fund-Regular Plan-IDCW option | 31.17 | - | - |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.365
Last change
0.08 (0.5836%)
Fund Size (AUM)
₹ 2,442.78 Cr
Performance
19.35% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks 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
Abhishek Bisen, Arjun Khanna, Harish Bihani
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 5.09 |
| Axis Bank Ltd. | 3.89 |
| HDFC Bank Ltd. | 3.73 |
| Maruti Suzuki India Ltd. | 3.55 |
| Bharti Hexacom Ltd. | 3.35 |
| Reliance Industries Ltd. | 3.0 |
| Bharat Forge Ltd. | 2.85 |
| Others | 2.84 |
| Bajaj Finance Ltd. | 2.7 |
| Sun Pharmaceutical Industries Ltd. | 2.67 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 22.05 |
| Automobile | 10.73 |
| Services | 8.97 |
| Materials | 7.39 |
| Capital Goods | 7.36 |
| Consumer Staples | 6.71 |
| Construction | 6.51 |
| Healthcare | 5.97 |
| Consumer Discretionary | 4.49 |
| Metals & Mining | 4.35 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Business Cycle Fund Reg IDCW | 0.0 |
| Franklin India Opportunities Gr | 24.91 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 18.59 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 24.01 |
| SBI Magnum Comma Fund Reg Gr | 22.49 |
| Taurus Ethical Fund Reg Gr | 19.24 |
| ICICI Pru Commodities Gr | 0.0 |