Kotak Business Cycle Fund-Regular Plan-IDCW option
Category: Equity: Thematic-Others
Launch Date: 28-09-2022
AUM:
₹ 2,848.67 Cr
Expense Ratio
1.94%
Benchmark
NIFTY 500 TRI
ISIN
INF174KA1JL0
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-IDCW option | 6.91 | - | - |
| NIFTY 500 TRI | 1.07 | 15.48 | 20.99 |
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
16.132
Last change
0.03 (0.1674%)
Fund Size (AUM)
₹ 2,848.67 Cr
Performance
17.97% (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/- | 4.84 |
| Bharti Hexacom Limited | 4.1 |
| ASTER DM HEALTHCARE LIMITED EQ | 3.69 |
| ZOMATO LIMITED EQ | 3.42 |
| VISHAL MEGA MART PRIVATE LIMITED EQ | 3.35 |
| GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/- | 2.88 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.87 |
| Krishna Institute Of Medical Sciences Limited | 2.84 |
| VIJAYA DIAGNOSTIC CENTRE LIMITED EQ NEW FV Re.1/- | 2.77 |
| INFOSYS LIMITED EQ FV RS 5 | 2.75 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.37 |
| Healthcare | 14.78 |
| Consumer Services | 10.39 |
| Capital Goods | 9.17 |
| Information Technology | 8.17 |
| Automobile and Auto Components | 7.91 |
| Fast Moving Consumer Goods | 5.8 |
| Realty | 5.15 |
| Telecommunication | 4.1 |
| Construction | 3.32 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Business Cycle Fund Reg IDCW | 0.0 |
| Sundaram Services Reg Gr | 24.92 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Pru Exports & Services Gr | 23.93 |
| ICICI Pru Commodities Gr | 30.57 |
| ICICI Pru India Opportunities Cum | 30.22 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| Franklin India Opportunities Gr | 29.08 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 20.26 |
| SBI COMMA Fund Reg PLAN Gr | 20.48 |