Kotak Business Cycle Fund Growth

Kotak Business Cycle Fund Growth

+17.99%
3Y annualised
-0.75% 1D
1M
6M
1Y
3Y
All
NAV: 23 Apr '26
₹16.10
Min. for SIP
₹100
Fund size (AUM)
₹2,740.81 Cr
Expense ratio
2.64%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,282
-4.79%
6 months₹30,000₹27,497
-8.34%
1 year₹60,000₹55,156
-8.07%
3 years₹1,80,000₹1,90,499
+5.83%

Holdings (54)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity6.97%
Axis Bank Ltd.FinancialEquity4.33%
Aster DM Healthcare Ltd.HealthcareEquity4.25%
Aditya Infotech Ltd.CommunicationEquity3.62%
Bharti Hexacom Ltd.CommunicationEquity3.48%
HDFC Bank Ltd.FinancialEquity2.96%
Shriram Finance LtdFinancialEquity2.74%
Maruti Suzuki India Ltd.AutomobileEquity2.68%
Eternal Ltd.ServicesEquity2.65%
Krishna Institute of Medical Sciences LtdHealthcareEquity2.45%
Indian BankFinancialEquity2.41%
Vishal Mega Mart Ltd.ServicesEquity2.40%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.34%
Mahindra & Mahindra Ltd.AutomobileEquity2.32%
Vijaya Diagnostic Centre Ltd.HealthcareEquity2.32%
360 One Wam Ltd.FinancialEquity2.29%
Avenue Supermarts Ltd.ServicesEquity2.22%
Century Plyboards (India) Ltd.Consumer StaplesEquity2.18%
Infosys Ltd.TechnologyEquity2.18%
SBI Life Insurance Company Ltd.InsuranceEquity2.16%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity2.16%
Ultratech Cement Ltd.ConstructionEquity2.04%
UNO Minda Ltd.AutomobileEquity1.93%
Reliance Industries Ltd.EnergyEquity1.74%
Larsen & Toubro Ltd.ConstructionEquity1.74%
Mphasis Ltd.TechnologyEquity1.73%
United Spirits Ltd.Consumer StaplesEquity1.53%
Kalpataru Projects International Ltd.Capital GoodsEquity1.51%
GE Vernova T&D India LtdCapital GoodsEquity1.49%
NTPC Ltd.EnergyEquity1.49%
Brigade Enterprises Ltd.ConstructionEquity1.48%
Mankind Pharma Ltd.HealthcareEquity1.47%
Oberoi Realty Ltd.ConstructionEquity1.39%
Sagility Ltd.ServicesEquity1.37%
Happy Forgings Ltd.Metals & MiningEquity1.23%
LG Electronics India Ltd.Consumer DiscretionaryEquity1.19%
TVS Motor Company Ltd.AutomobileEquity1.17%
Mahindra Lifespace Developers Ltd.ConstructionEquity1.15%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.11%
Hexaware Technologies Ltd.TechnologyEquity1.07%
Aptus Value Housing Finance India Ltd.FinancialEquity1.05%
Jubilant Ingrevia Ltd.ChemicalsEquity0.98%
Tenneco Clean Air India LtdAutomobileEquity0.95%
ITC Ltd.Consumer StaplesEquity0.94%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.93%
CMS Info Systems Ltd.ServicesEquity0.85%
Ipca Laboratories Ltd.HealthcareEquity0.85%
Tech Mahindra Ltd.TechnologyEquity0.81%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.76%
Medi Assist Healthcare Services Ltd.ServicesEquity0.70%
Rolex Rings LtdCapital GoodsEquity0.68%
Bansal Wire Industries Ltd.Metals & MiningEquity0.66%
Brainbees Solutions Ltd.Consumer StaplesEquity0.43%
Western Carriers (India) Ltd.ServicesEquity0.28%
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
Name6M1Y3YAll
Fund returns-3.4%+6.5%+18.0%+14.3%
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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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 ₹5,36,924 Cr and the Latest NAV as of 23 Apr 2026 is ₹16.10. The Kotak Business Cycle Fund 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₹5,36,924.01 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mail--
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,