Kotak Business Cycle Fund Regular Growth

Equity
Sectoral / Thematic
Very High Risk
1M
All
NAV: 24 Mar 2023₹9.52
Min. SIP amountNot Supported
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 returnsNANANA0.9%
Category averageNANANANA
Rank with in category4949NANA
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%
Larsen & Toubro Ltd.ConstructionEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 2.11%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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