Kotak Business Cycle Fund Growth

Kotak Business Cycle Fund Growth

+15.52%
3Y annualised
-0.37% 1D
1M
6M
1Y
3Y
All
NAV: 16 Jul '26
₹17.16
Min. for SIP
₹100
Fund size (AUM)
₹3,302.30 Cr
Expense ratio
2.11%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,353
+2.35%
6 months₹30,000₹30,183
+0.61%
1 year₹60,000₹59,776
-0.37%
3 years₹1,80,000₹2,04,104
+13.39%

Holdings (53)

NameSectorInstrumentsAssets
ICICI Bank LtdFinancialEquity8.27%
Aditya Infotech Ltd.TechnologyEquity5.62%
Axis Bank LtdFinancialEquity4.16%
Aster DM Healthcare LtdHealthcareEquity3.97%
Krishna Institute Of Medical Sciences LtdHealthcareEquity3.65%
Zomato LtdTechnologyEquity3.46%
HDFC Bank LtdFinancialEquity3.04%
Vijaya Diagnostic Centre LtdHealthcareEquity3.02%
Bharti Hexacom Ltd.TechnologyEquity2.84%
Shriram Transport Finance Company LtdFinancialEquity2.72%
ACME Solar Holdings Ltd.Energy & UtilitiesEquity2.57%
Maruti Suzuki India LtdConsumer DiscretionaryEquity2.55%
Vishal Mega Mart Ltd.Consumer StaplesEquity2.24%
IIFL Wealth Management LtdFinancialEquity2.15%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity2.11%
Avenue Supermarts LtdConsumer StaplesEquity2.04%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.00%
Godrej Consumer Products LtdConsumer StaplesEquity1.99%
Vedanta Aluminium Metal LtdMaterialsEquity1.97%
Century Plyboards (India) LtdMaterialsEquity1.94%
Indian BankFinancialEquity1.93%
ICICI Lombard General Insurance Company LtdFinancialEquity1.83%
SBI Life Insurance Company LtdFinancialEquity1.78%
Ultratech Cement LtdMaterialsEquity1.77%
Kalpataru Power Transmission LtdIndustrialsEquity1.62%
Mankind Pharma Ltd.HealthcareEquity1.55%
Mphasis LtdTechnologyEquity1.51%
Infosys LtdTechnologyEquity1.45%
Oberoi Realty LtdReal EstateEquity1.44%
United Spirits LtdConsumer StaplesEquity1.41%
Reliance Industries LtdEnergy & UtilitiesEquity1.39%
Happy Forgings Ltd.MaterialsEquity1.36%
UNO Minda LtdConsumer DiscretionaryEquity1.28%
Brigade Enterprises LtdReal EstateEquity1.26%
Aptus Value Housing Finance India LtdFinancialEquity1.24%
Mahindra Lifespace Developers LtdReal EstateEquity1.19%
NTPC LtdEnergy & UtilitiesEquity1.19%
Sagility India Ltd.IndustrialsEquity1.12%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.09%
HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/-TechnologyEquity1.07%
LG Electronics India Ltd.Consumer DiscretionaryEquity1.06%
TVS Motor Company LtdConsumer DiscretionaryEquity1.00%
CORONA Remedies Ltd.HealthcareEquity0.96%
Jubilant Ingrevia LtdMaterialsEquity0.91%
Tenneco Clean Air India Ltd.Consumer DiscretionaryEquity0.90%
Hindustan Aeronautics LtdIndustrialsEquity0.80%
ITC LtdConsumer StaplesEquity0.78%
CMS Info Systems LtdIndustrialsEquity0.72%
Medi Assist Healthcare Services Ltd.IndustrialsEquity0.72%
RepoUnspecifiedRepo0.71%
Brainbees Solutions Ltd.Consumer DiscretionaryEquity0.39%
Western Carriers (India) Ltd.IndustrialsEquity0.30%
Net PayablesUnspecifiedNet Payables-0.04%
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+6.2%+4.9%+15.5%+15.3%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--23--

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

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.

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

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. Harish Bihani is the Current Fund Manager of Kotak Business Cycle Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,84,950 Cr and the Latest NAV as of 16 Jul 2026 is ₹17.16. 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₹5,84,949.80 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,