Kotak Business Cycle Fund Regular IDCW

Equity
Sectoral / Thematic
Very High Risk
1M
6M
1Y
All
NAV: 27 Feb 2024₹12.68
Min. SIP amountNot Supported
RatingNA
Fund size₹2,446.64Cr

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
3M6M1YAll
Fund returns10.6%12.4%29.6%27.1%
Category averageNANA43.2%NA
Rank with in category565454NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
FinancialEquity5.59%
FinancialEquity3.59%
FinancialEquity3.34%
AutomobileEquity3.12%
AutomobileEquity3.07%
EnergyEquity2.92%
HealthcareEquity2.78%
ConstructionEquity2.76%
Consumer StaplesEquity2.73%
FinancialEquity2.68%
See All

Expense ratio, exit load and tax

Expense ratio: 1.93%

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

Pankaj Tibrewal
Sep 2022 - Present
View details

Education
Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K.
Experience
Prior to joining Kotak AMC he has worked with Principal Asset Management Company. as Fund Manager.
Also manages these schemes

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

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
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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