Kotak Business Cycle Fund Direct Growth
Very High Risk
Equity
₹16.99
-0.08%1D Change
21.33%p.a.
Very High Risk
Equity
₹16.99
-0.08%1D Change
21.33%p.a.
Kotak Business Cycle Fund Direct Growth
₹16.99
-0.08%1D
21.33%p.a.
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
- Age2 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 | 4.93% |
| Bharti Hexacom Ltd | 4.24% |
| Aster DM Healthcare Ltd Ordinary Shares | 3.57% |
| Axis Bank Ltd | 3.39% |
| Godrej Consumer Products Ltd | 2.94% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Natural Resources & N... | ₹ 750 Cr | ₹69.83 | 1.07% | Very High |
| ICICI Prudential India Op... | ₹ 28,204 Cr | ₹39.31 | -0.15% | Very High |
| ICICI Prudential Exports ... | ₹ 1,396 Cr | ₹181.37 | -0.10% | Very High |
| Kotak Pioneer Fund Direct... | ₹ 2,807 Cr | ₹34.33 | 0.56% | Very High |
NAV History - Kotak Business Cycle - Direct Plan - Growth
FUND | Kotak Business Cycle - Direct Plan - Growth |
|---|---|
| NAV (Jun 30, 2025) | ₹16.99 |
| 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... | 2.68% | 4.42% | 13.63% | 3.98% | 10.13% | null% |
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 schemes124
- Total AUM₹233,780.35 Crore
- Address604, Peninsula Tower I, 6th Floor, Peninsula Corporate Park, G K Marg, Mumbai, Maharashtra, 400 013
- Phone91-22-40930000
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(as per historical returns)
