Kotak Business Cycle Fund-Regular Plan-Growth
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 05-09-2022 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 1.95% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,740.81 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 26.61% | Exit Load: For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil Units issued on reinvestment of IDCW shall not be subject to entry and exit load. Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme. |
16.135
0.18 (1.1156%)
14.31%
Benchmark: 12.18%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.64 |
| Sharpe Ratio | 0.5 |
| Alpha | 0.96 |
| Beta | 0.94 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 9.89 | 11.21 | 17.91 | - | - |
| Invesco India Business Cycle Fund - Growth | 27-02-2025 | 17.01 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 11.62 | 8.48 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 9.18 | 9.52 | 21.55 | 18.77 | - |
| DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | 8.59 | - | - | - | - |
| Edelweiss Business Cycle Fund - Regular Plan - Growth | 30-07-2024 | 8.23 | - | - | - | - |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 7.82 | 7.93 | 14.43 | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 7.48 | 5.34 | - | - | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 6.02 | 6.39 | 16.58 | - | - |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | 5.94 | 4.61 | 15.78 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
27.58%
Others
2.76%
Large Cap
49.88%
Mid Cap
19.78%
Scheme Documents
