Kotak Business Cycle Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
1M
All
NAV: 31 Mar 2023₹9.78
Min. SIP amount₹500
RatingNA
Fund size₹2,234.95Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Absolute returns
3M3M6MAll
Fund returnsNANANA1.4%
Category averageNANANANA
Rank with in category1515NANA
Understand terms

Holdings (53)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity5.2%
Infosys Ltd.TechnologyEquity4.7%
ICICI Bank Ltd.FinancialEquity4.0%
LTIMindtree Ltd.TechnologyEquity3.9%
Axis Bank Ltd.FinancialEquity3.6%
Maruti Suzuki India Ltd.AutomobileEquity3.3%
Ultratech Cement Ltd.ConstructionEquity2.8%
Bosch Ltd.AutomobileEquity2.6%
Reliance Industries Ltd.EnergyEquity2.6%
Mahindra & Mahindra Ltd.AutomobileEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 0.26%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Abhishek Bisen
Sep 2022 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

Arjun Khanna
Sep 2022 - Present
View details

Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
NA
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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