Kotak Business Cycle Fund-Regular Plan-Growth
Kotak Mahindra Asset Management Co Ltd
₹16.88 (+1.55%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
2.55% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.95%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,090
Invested ₹1,000
▲+9.02%1 year
₹1,025
Invested ₹1,000
▲+2.55%3 years
₹1,141
Invested ₹1,000
▲+14.12%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +2.55% | +14.12% | — | — |
| Cumulative returns (%) | +2.55% | +48.63% | — | — |
Fund Manager
| Manager | Harish Bihani |
|---|---|
| Role | Manager |
| Manager Tenure | 2.95 yrs |
About Fund
| Date of Incorporation | 28 Sep 2022 |
|---|---|
| Fund House | Kotak Mahindra Asset Management Co Ltd |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Kotak Mahindra Asset Management Co Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| ICICI Bank Ltd | 8.23% |
| Aditya Infotech Ltd | 5.17% |
| Eternal Ltd | 4.04% |
| Axis Bank Ltd | 3.78% |
| Aster DM Quality Care Ltd Ordinary Shares | 3.56% |
| GE Vernova T&D India Ltd | 3.23% |
| Vijaya Diagnostic Centre Ltd | 3.19% |
| Krishna Institute of Medical Sciences Ltd | 3.18% |
| Indo MIM Ltd | 3.01% |
| Vishal Mega Mart Ltd | 2.98% |
| Bharti Hexacom Ltd | 2.78% |
| HDFC Bank Ltd | 2.76% |
| Shriram Finance Ltd | 2.72% |
| Maruti Suzuki India Ltd | 2.68% |
| UNO Minda Ltd | 2.62% |
| Infosys Ltd | 2.61% |
| Godrej Consumer Products Ltd | 2.60% |
| Mahindra & Mahindra Ltd | 2.57% |
Investment Strategy
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.
Long-term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.