Kotak Business Cycle Fund Direct Growth
Very High Risk
Equity
₹16.94
-1.07%1D Change
+70.97% ↑
Very High Risk
Equity
₹16.94
-1.07%1D Change
+70.97% ↑
Kotak Business Cycle Fund Direct Growth
₹16.94
-1.07%1D
+70.97% ↑
Returns calculator
Investment Type
Fund overview
- RatingNo Rating
- Expense ratio0.63%
- Exit Load0.5% within 90 days
- AUM (Fund size)₹2,325.58 Crore
- Lock-in periodNo Lock-in
- Age3 yrs since Sep 28, 2022
- Min. investmentSIP ₹500 & Lump. ₹5000
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
| Holding Name | Assets (%) |
|---|---|
| ICICI Bank Ltd | 6.32% |
| Axis Bank Ltd | 4.47% |
| Bharti Hexacom Ltd | 3.25% |
| GE Vernova T&D India Ltd | 3.23% |
| HDFC Bank Ltd | 3.22% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| SBI PSU Direct Growth | ₹ 5,980 Cr | ₹41.11 | 0.00% | Very High |
| DSP Natural Resources & N... | ₹ 1,765 Cr | ₹123.44 | -0.23% | Very High |
| Aditya Birla Sun Life PSU... | ₹ 5,714 Cr | ₹41.63 | -0.69% | Very High |
| SBI Comma Fund Direct Gro... | ₹ 896 Cr | ₹124.94 | 0.00% | Very High |
NAV History - Kotak Business Cycle - Direct Plan - Growth
FUND | Kotak Business Cycle - Direct Plan - Growth |
|---|---|
| NAV (Feb 27, 2026) | ₹16.94 |
| Class | Equity | Other |
| Inception Date | Sep 28, 2022 |
| Fund Manager | Abhishek Bisen, Harish Bihani |
FUND | Kotak Business Cycle - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹5000 |
| Exit Load | 0.5% within 90 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Kotak Business Cycle... | -0.18% | 2.88% | -2.77% | -1.46% | 18.33% | 19.95% |
Frequently Asked Questions
About Kotak Mahindra Asset Management Co Ltd
Kotak Mutual Fund was established in December 1998 and is a wholly-owned subsidiary of Kotak Mahindra Bank. It is one of the top asset management companies in India. Kotak Mutual Fund has Kotak Mahindra Bank Limited as the sponsor and Kotak Mahindra Trustee Company Limited as the trustee. Kotak Mahindra Asset Management Company (KMAMC) is the asset management company for Kotak Mahindra Mutual Fund.
Kotak Mahindra Asset Management Co Ltd Details
- No. of schemes127
- Total AUM₹233,780.35 Crore
- AddressKotak Mahindra Asset management Company Limited, 2nd Floor, 12-BKC, Plot No C-12, Mumbai, Maharashatra, 400 051
- Phone+91 22 61152100
Start your investment
(as per historical returns)
