Kotak Business Cycle Fund-Regular Plan-Growth

Fund House: Kotak Mahindra Mutual Fund
Category: Equity: Thematic-Others
Launch Date: 05-09-2022
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 1.98% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,573.87 Cr As on 31-01-2025(Source:AMFI)
Turn over: 26.61% | Exit Load: Exit load of 1%, if redeemed within 1 year.

13.742

13.71%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 8.58 18.51 - - -
Axis Innovation Fund - Regular Plan - Growth Option 05-12-2020 9.06 19.17 12.38 - -
Franklin India Opportunities Fund - Growth 05-02-2000 8.91 34.04 26.12 26.99 14.04
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 8.25 22.65 19.67 21.99 12.54
ICICI Prudential Innovation Fund - Growth 05-04-2023 8.21 - - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 8.16 19.68 17.37 19.75 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 7.81 27.04 22.88 29.54 -
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 7.49 22.97 18.22 22.36 -
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 6.79 - - - -
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 6.18 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

28.46%

Others

1.34%

Large Cap

46.51%

Mid Cap

23.69%

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