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Jun 25, 2026


Category Equity
AUM (Cr.) 3,134.65
Exit Load (%) 0.50
Min Inv Lumpsum 100
Expense Ratio 1.97
Sharpe Ratio 1.78
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) 3.69 1.32 4.06 16.19 0 14.81
Benchmark - Nifty 500 TRI 2.33 -2.58 1.08 14.12 12.55 0
Category Average - BEST EQUITY PERFORMERS 1.69 1.65 4.89 16.93 13.87 10.56
Category Rank 4/10 4/10 3/10 4/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru Transportation and Logistics Fund-Reg (IDCW) 17.5800 1.68 12.21 22.78 0.00 3,079.35 1.96 5,000.00 invest
ICICI Pru Transportation and Logistics Fund-Reg (G) 20.7300 1.67 12.18 22.78 0.00 3,079.35 1.96 5,000.00 invest
UTI-Transportation & Logistics Fund (G) 283.4953 1.53 8.20 19.10 17.93 3,860.06 2.42 5,000.00 invest
UTI-Transportation & Logistics Fund (IDCW) 130.7223 1.53 8.20 19.10 17.93 3,860.06 2.42 5,000.00 invest
DSP Natural Resources & New Energy Fund (G) 105.4780 -1.40 19.59 21.28 15.52 2,456.74 3.27 100.00 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 May 31, 2026 249.40 7.96 30.48
Equity-Aditya Infotech May 31, 2026 147.83 4.72 49.00
Equity-Axis Bank May 31, 2026 131.36 4.19 10.79
Equity-Aster DM Health. May 31, 2026 121.60 3.88 4.33
Equity-Krishna Institu. May 31, 2026 112.19 3.58 67.39
Reverse Repo-TREPS May 31, 2026 111.40 3.55 684.63
Equity-Eternal May 31, 2026 100.66 3.21 38.80
Equity-Vijaya Diagnost. May 31, 2026 96.53 3.08 51.90
Equity-Bharti Hexacom May 31, 2026 94.49 3.01 -0.87
Equity-HDFC Bank May 31, 2026 82.65 2.64 1.78

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