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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 2,839.36 Cr As on 30-06-2025(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

16.157

18.3%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnKotak Business Cycle Fund-Regular Plan-IDCWoptionKotak Business Cycle Fund-Regular Plan-IDCW optionNIFTY 500 TRIEquity: Thematic-OthersGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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
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 4.47 19.58 - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 10.35 19.82 19.51 25.66 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 3.8 21.97 24.49 31.08 -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 2.94 21.37 21.28 24.55 13.15
ICICI Prudential Housing Opportunities Fund - Growth 18-04-2022 1.11 18.27 19.17 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

29.46%

Others

0.36%

Large Cap

46.22%

Mid Cap

23.96%

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