Kotak Business Cycle Fund-Regular Plan-IDCW option
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 28-09-2022 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 1.95% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,728.53 Cr As on 30-05-2025(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. Units issued on reinvestment of IDCWs shall not be subject to entry and exit load |
16.288
0.07 (0.4605%)
19.33%
Benchmark: 12.62%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| 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-IDCW option | 28-09-2022 | 8.58 | 22.81 | - | - | - |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 17.93 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 16.92 | 24.04 | 24.03 | 26.97 | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 16.42 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 12.05 | 28.44 | 28.76 | 31.92 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 10.74 | 27.11 | 24.45 | 26.5 | 14.19 |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.53 | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 9.88 | 28.28 | 26.58 | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 8.64 | 59.45 | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 8.58 | 22.81 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.72%
Others
1.69%
Large Cap
46.03%
Mid Cap
23.56%
