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Kotak Business Cycle Fund Direct Growth
+16.84%
3Y annualised
+0.92% 1D
NAV: 09 Jun '26
₹17.15
Min. for SIP
₹100
Fund size (AUM)
₹3,064.28 Cr
Expense ratio
0.66%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,370 | +2.47% | |
| 6 months | ₹30,000 | ₹30,265 | +0.88% | |
| 1 year | ₹60,000 | ₹60,139 | +0.23% | |
| 3 years | ₹1,80,000 | ₹2,08,645 | +15.91% |
Holdings (56)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 8.18% |
| Axis Bank Ltd | Financial | Equity | 4.23% |
| Aditya Infotech Ltd. | Technology | Equity | 3.86% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 3.82% |
| Zomato Ltd | Technology | Equity | 3.24% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 3.22% |
| Bharti Hexacom Ltd. | Technology | Equity | 3.13% |
| Repo | Unspecified | Repo | 2.97% |
| HDFC Bank Ltd | Financial | Equity | 2.80% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 2.72% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.63% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.59% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 2.49% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 2.30% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 2.27% |
| IIFL Wealth Management Ltd | Financial | Equity | 2.23% |
| Century Plyboards (India) Ltd | Materials | Equity | 2.22% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.17% |
| Indian Bank | Financial | Equity | 2.17% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.99% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.98% |
| Ultratech Cement Ltd | Materials | Equity | 1.97% |
| Infosys Ltd | Technology | Equity | 1.84% |
| Mphasis Ltd | Technology | Equity | 1.72% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.66% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.61% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 1.60% |
| United Spirits Ltd | Consumer Staples | Equity | 1.49% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.48% |
| Oberoi Realty Ltd | Real Estate | Equity | 1.47% |
| NTPC Ltd | Energy & Utilities | Equity | 1.43% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.41% |
| Happy Forgings Ltd. | Materials | Equity | 1.28% |
| Sagility India Ltd. | Industrials | Equity | 1.28% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 1.25% |
| Mahindra Lifespace Developers Ltd | Real Estate | Equity | 1.19% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.18% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.16% |
| Jubilant Ingrevia Ltd | Materials | Equity | 1.15% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.09% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 1.02% |
| HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/- | Technology | Equity | 1.00% |
| ITC Ltd | Consumer Staples | Equity | 0.92% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.85% |
| CMS Info Systems Ltd | Industrials | Equity | 0.83% |
| Tech Mahindra Ltd | Technology | Equity | 0.77% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 0.73% |
| Vedanta Ltd | Materials | Equity | 0.71% |
| Bansal Wire Industries Ltd. | Materials | Equity | 0.68% |
| Brainbees Solutions Ltd. | Consumer Discretionary | Equity | 0.44% |
| Western Carriers (India) Ltd. | Industrials | Equity | 0.33% |
| Vedanta Power Ltd. | Industrials | Equity | 0.32% |
| VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/- | Energy & Utilities | Equity | 0.32% |
| Vedanta Aluminium Metal Ltd. | Materials | Equity | 0.32% |
| Vedanta Iron And Steel Ltd. | Materials | Equity | 0.32% |
| Net Payables | Unspecified | Net Payables | -0.03% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -0.0% | +2.5% | +16.8% | +15.7% |
| Category average (Equity Thematic) | -1.0% | -0.6% | +16.8% | -- |
| Rank (Equity Thematic) | -- | 4 | 2 | -- |
Exit load, stamp duty and tax
Exit load
0.5% for redemption within 90 Days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
HBHarish BihaniOct 2023 - PresentView details
HB
Harish Bihani
Oct 2023 - Present
View details
ABAbhishek BisenSep 2022 - PresentView details
AB
Abhishek Bisen
Sep 2022 - Present
View details
About Kotak Business Cycle Fund Direct Growth
Kotak Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Harish Bihani is the Current Fund Manager of Kotak Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,91,225 Cr and the Latest NAV as of 09 Jun 2026 is ₹17.15.
The Kotak Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. 0.5% for redemption within 90 Days
;
Investment Objective
The scheme seeks 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.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#5 in India
Total AUM₹5,91,224.54 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,