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Kotak Business Cycle Fund-Regular Plan-Growth

Category: Equity: Thematic-Business-Cycle Launch Date: 05-09-2022
AUM:

₹ 3,064.28 Cr

Expense Ratio

2.0%

Benchmark

NIFTY 500 TRI

ISIN

INF174KA1JK2

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-Growth 2.26 15.4 -
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
16.277
Last change
0.14 (0.8908%)
Fund Size (AUM)
₹ 3,064.28 Cr
Performance
14.02% (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 Gr 0.0