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  • Mutual Fund
  • Kotak Business Cycle Fund - Regular (IDCW)

Mar 24, 2023

Category

Equity

AUM (Cr.)

2,234.95

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.11

Sharpe Ratio

-7.83

Beta Ratio

0.00

Fund Manager

Pankaj Tibrewal

Inception Date

Sep 28, 2022

Risk Level

Very High

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.

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Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Kotak Business Cycle Fund - Regular (IDCW) -2.88 0 0 0 0 -4.81
Benchmark - Nifty 500 TRI -2.39 -4.96 -1.82 32.25 11.4 0
Category Average - BEST EQUITY PERFORMERS -1.96 -1.62 1.25 30.96 10.68 10.01
Category Rank 2/9 4/9 5/9 8/9 7/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India US Equity Opportunities Fund (G) 21.8600 0.51 -9.05 18.99 12.29 534.43 2.50 100.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 21.8600 0.51 -9.05 18.99 12.29 534.43 2.50 100.00 invest
ICICI Pru US Bluechip Equity Fund (G) 46.6700 0.19 2.17 22.89 15.73 2,365.38 2.14 5,000.00 invest
ICICI Pru US Bluechip Equity Fund (IDCW) 46.6700 0.19 2.17 22.89 15.73 2,365.38 2.14 5,000.00 invest
Franklin India Technology Fund - (IDCW) 32.1002 -89.73 -13.72 31.89 15.25 712.41 0.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-HDFC Bank Feb 28, 2023 115.97 5.19 -0.24
Equity-Infosys Feb 28, 2023 104.13 4.66 -3.01
Equity-ICICI Bank Feb 28, 2023 90.61 4.05 2.76
Equity-LTI Mindtree Feb 28, 2023 86.94 3.89 8.09
Reverse Repo-TREPS Feb 28, 2023 85.20 3.81 -36.08
Equity-Axis Bank Feb 28, 2023 81.03 3.63 -3.16
Equity-Maruti Suzuki Feb 28, 2023 73.91 3.31 -3.05
Equity-UltraTech Cem. Feb 28, 2023 63.17 2.83 2.48
Equity-Bosch Feb 28, 2023 59.11 2.64 5.68
Equity-Reliance Industr Feb 28, 2023 58.06 2.60 -1.33

latest news

Kotak Equity Savings Fund Announces Income Distribution cum capital withdrawal (IDCW)

Kotak Mahindra Mutual Fund has announced 13 March 2023 as the record date f...

Mar 09, 2023 08:55

Kotak Equity Arbitrage Fund Announces Income Distribution cum capital withdrawal (IDCW)

Kotak Mahindra Mutual Fund has announced 20 February 2023 as the record dat...

Feb 16, 2023 11:45

Kotak Mahindra MF Announces change in minimum application amount

Kotak Mahindra Mutual Fund has announced change in minimum application amou...

Feb 01, 2023 15:04

Kotak Equity Arbitrage Fund Announces Income Distribution cum capital withdrawal (IDCW)

Kotak Mahindra Mutual Fund has announced 23 January 2023 as the record date...

Jan 19, 2023 10:22

Kotak FMP Series 304 Announces change in Fund Managers

Kotak Mahindra Mutual Fund has announced change in Fund Managers under Kota...

Jan 14, 2023 14:20

Kotak FMP Series 305 Announces Extension of NFO period

Kotak Mahindra Mutual Fund has announced the closing date of the New Fund O...

Jan 12, 2023 09:13

SCHEME DETAILS

AMC Name : Kotak Mahindra Mutual Fund
Fund Name : Kotak Business Cycle Fund - Regular (IDCW)
Contact Persone : Pankaj Tibrewal
Registered Address : 27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
Telephone No : 61152100
Fax No. : 67082213
Email : fundaccops:kotakmutual.com
Website : assetmanagement.Kotak.com