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Jul 20, 2026


Category Equity
AUM (Cr.) 3,302.30
Exit Load (%) 0.50
Min Inv Lumpsum 100
Expense Ratio 2.11
Sharpe Ratio 2.29
Beta Ratio 0.00
Fund Manager Harish Bihani
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 Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Kotak Business Cycle Fund - Regular (G) 1.79 8.51 5.3 14.91 0 15.11
Benchmark - Nifty 500 TRI 1.21 -0.11 0.62 12.5 12.29 0
Category Average - BEST EQUITY PERFORMERS 1.39 6.96 5.22 15.15 13.76 11.08
Category Rank 4/10 4/10 3/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Aditya Birla SL Pharma & Healthcare Fund (G) 36.0200 1.49 15.56 21.99 13.48 1,010.54 2.28 1,000.00 invest
Aditya Birla SL Pharma & Healthcare Fund (IDCW) 23.7900 1.49 15.57 22.62 13.83 1,010.54 2.28 1,000.00 invest
PGIM India Healthcare Fund - Regular (G) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
PGIM India Healthcare Fund - Regular (IDCW) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 29.4550 -2.11 118.83 47.36 0.00 1,191.72 2.60 500.00 invest

Asset Allocation

Asset Legend Asset 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-ICICI Bank Jun 30, 2026 272.98 8.27 9.46
Equity-Aditya Infotech Jun 30, 2026 185.68 5.62 25.61
Equity-Axis Bank Jun 30, 2026 137.39 4.16 4.59
Equity-Aster DM Health. Jun 30, 2026 130.97 3.97 7.70
Equity-Krishna Institu. Jun 30, 2026 120.43 3.65 7.35
Equity-Eternal Jun 30, 2026 114.23 3.46 13.48
Equity-HDFC Bank Jun 30, 2026 100.54 3.04 21.65
Equity-Vijaya Diagnost. Jun 30, 2026 99.79 3.02 3.37
Equity-Bharti Hexacom Jun 30, 2026 93.70 2.84 -0.84
Equity-Shriram Finance Jun 30, 2026 89.69 2.72 10.03

latest news

SCHEME DETAILS

AMC Name
Kotak Mahindra Mutual Fund
Fund Name
Kotak Business Cycle Fund - Regular (G)
Contact Person
Harish Bihani
Registered Address
27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
Telephone No
022 61152100
Fax No.
022 67082213
Email
fundaccops:kotakmutual.com
Website
www.kotakmf.com