Kotak Business Cycle Fund-Regular Plan-Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 05-09-2022
AUM:
₹ 2,999.08 Cr
Expense Ratio
1.93%
Benchmark
NIFTY 500 TRI
ISIN
INF174KA1JK2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 Mr. Harish Bihani, FM 2 Mr. Abhishek Bisen
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Business Cycle Fund-Regular Plan-Growth | 11.8 | 16.29 | - |
| NIFTY 500 TRI | 10.99 | 15.85 | 13.51 |
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
15.55
Last change
-0.12 (-0.7846%)
Fund Size (AUM)
₹ 2,999.08 Cr
Performance
13.59% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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. However, there is no assurance that the objective of the scheme will be realized.
Fund Manager
FM 1 Mr. Harish Bihani, FM 2 Mr. Abhishek Bisen
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.32 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.47 |
| Bharti Hexacom Limited | 3.25 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.23 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.22 |
| ASTER DM HEALTHCARE LIMITED EQ | 3.2 |
| VISHAL MEGA MART PRIVATE LIMITED EQ | 2.98 |
| MARUTI SUZUKI INDIA LIMITED EQ | 2.9 |
| ZOMATO LIMITED EQ | 2.89 |
| INFOSYS LIMITED EQ FV RS 5 | 2.61 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.43 |
| Healthcare | 10.65 |
| Automobile and Auto Components | 10.51 |
| Information Technology | 8.83 |
| Consumer Services | 8.29 |
| Capital Goods | 7.34 |
| Fast Moving Consumer Goods | 5.04 |
| Realty | 4.22 |
| Consumer Durables | 3.39 |
| Construction | 3.27 |