Kotak Business Cycle Fund-Regular Plan-IDCW option
Category: Equity: Thematic-Business-Cycle
Launch Date: 28-09-2022
AUM:
₹ 3,064.28 Cr
Expense Ratio
2.0%
Benchmark
NIFTY 500 TRI
ISIN
INF174KA1JL0
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Harish Bihani & Mr. Abhishek Bisen
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Business Cycle Fund-Regular Plan-IDCW option | -4.95 | 12.62 | - |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
15.129
Last change
0.14 (0.8923%)
Fund Size (AUM)
₹ 3,064.28 Cr
Performance
11.77% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme shall seek 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. However, there is no assurance that the objective of the scheme will be realized.
Fund Manager
Mr. Harish Bihani & Mr. Abhishek Bisen
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.18 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.23 |
| Aditya Infotech Limited | 3.86 |
| ASTER DM HEALTHCARE LIMITED EQ | 3.82 |
| ZOMATO LIMITED EQ | 3.24 |
| Krishna Institute Of Medical Sciences Limited | 3.22 |
| Bharti Hexacom Limited | 3.13 |
| Triparty Repo | 2.97 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 2.8 |
| VIJAYA DIAGNOSTIC CENTRE LIMITED EQ NEW FV Re.1/- | 2.72 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.35 |
| Healthcare | 11.24 |
| Consumer Services | 8.47 |
| Automobile and Auto Components | 8.28 |
| Capital Goods | 6.67 |
| Information Technology | 6.61 |
| Fast Moving Consumer Goods | 4.68 |
| Realty | 4.27 |
| Consumer Durables | 3.4 |
| Telecommunication | 3.13 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Business Cycle Fund Reg IDCW | 0.0 |