Kotak Business Cycle Fund Growth

Kotak Business Cycle Fund Growth

Equity
Thematic
Very High Risk
+17.43%
3Y annualised
+0.17% 1D
1M
6M
1Y
3Y
All
NAV: 20 Feb '26
₹16.11
Min. for SIP
Not Supported
Fund size
₹3,002.14 Cr
Expense ratio
1.93%

Holdings (54)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity6.32%
Axis Bank Ltd.FinancialEquity4.47%
Bharti Hexacom Ltd.CommunicationEquity3.25%
GE Vernova T&D India LtdCapital GoodsEquity3.23%
HDFC Bank Ltd.FinancialEquity3.22%
Aster DM Healthcare Ltd.HealthcareEquity3.20%
Vishal Mega Mart Ltd.ServicesEquity2.98%
Maruti Suzuki India Ltd.AutomobileEquity2.90%
Eternal Ltd.ServicesEquity2.89%
Infosys Ltd.TechnologyEquity2.61%
Shriram Finance LtdFinancialEquity2.55%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.51%
Mahindra & Mahindra Ltd.AutomobileEquity2.46%
UNO Minda Ltd.AutomobileEquity2.42%
Indian BankFinancialEquity2.37%
Vijaya Diagnostic Centre Ltd.HealthcareEquity2.36%
Century Plyboards (India) Ltd.Consumer StaplesEquity2.29%
SBI Life Insurance Company Ltd.InsuranceEquity2.22%
Ultratech Cement Ltd.ConstructionEquity2.20%
Krishna Institute of Medical Sciences LtdHealthcareEquity2.17%
Mphasis Ltd.TechnologyEquity2.12%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity2.09%
Avenue Supermarts Ltd.ServicesEquity1.89%
Larsen & Toubro Ltd.ConstructionEquity1.78%
Reliance Industries Ltd.EnergyEquity1.65%
Hexaware Technologies Ltd.TechnologyEquity1.60%
Sagility Ltd.ServicesEquity1.57%
Brigade Enterprises Ltd.ConstructionEquity1.57%
United Spirits Ltd.Consumer StaplesEquity1.56%
Kalpataru Projects International Ltd.Capital GoodsEquity1.49%
Mankind Pharma Ltd.HealthcareEquity1.42%
Aditya Infotech Ltd.CommunicationEquity1.42%
Aptus Value Housing Finance India Ltd.FinancialEquity1.35%
Oberoi Realty Ltd.ConstructionEquity1.34%
Mahindra Lifespace Developers Ltd.ConstructionEquity1.31%
NTPC Ltd.EnergyEquity1.31%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.22%
TVS Motor Company Ltd.AutomobileEquity1.17%
LG Electronics India Ltd.Consumer DiscretionaryEquity1.10%
Jubilant Ingrevia Ltd.ChemicalsEquity1.04%
Happy Forgings Ltd.Metals & MiningEquity1.03%
ITC Ltd.Consumer StaplesEquity0.97%
Tech Mahindra Ltd.TechnologyEquity0.93%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.92%
CMS Info Systems Ltd.ServicesEquity0.92%
Tenneco Clean Air India LtdAutomobileEquity0.88%
Medi Assist Healthcare Services Ltd.ServicesEquity0.86%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.77%
Power Finance Corporation Ltd.FinancialEquity0.76%
Bansal Wire Industries Ltd.Metals & MiningEquity0.74%
Ipca Laboratories Ltd.HealthcareEquity0.73%
Rolex Rings LtdCapital GoodsEquity0.68%
Brainbees Solutions Ltd.Consumer StaplesEquity0.53%
Western Carriers (India) Ltd.ServicesEquity0.37%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-2.7%+13.8%+17.4%+15.1%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--32--

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

AB
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

HB
Harish Bihani
Oct 2023 - Present
View details

Education
Mr. Bihani has done MBA in Finance
Experience
Prior to joining Kotak Mutual Fund, he has worked with ICICI Prudential Mutual Fund, SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.

About Kotak Business Cycle Fund Growth

Kotak Business Cycle Fund Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen is the Current Fund Manager of Kotak Business Cycle Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,78,989 Cr and the Latest NAV as of 20 Feb 2026 is ₹16.11. The Kotak Business Cycle Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹5,78,989.20 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mailNA
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,