Kotak Business Cycle Fund Direct Growth
3Y Annualised
18.80%
0.67% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.68%
0.67% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
4 years
5 years 8 months
9 years 7 months
Fund info
Fund size
₹3065.32 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
For redemption / switch out within 90days from the date of allotment: 0.5% If units are redeemed or switched outon or after 90 days from the date ofallotment -Nil
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
About Kotak Business Cycle Fund Direct Growth
Kotak Business Cycle Fund Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 3 years, having been launched on 2022-09-28. Kotak Business Cycle Fund Direct Growth has ₹3065.32 Cr worth of assets under management (AUM) as of Sat Dec 13 2025. The latest Net Asset Value (NAV) of Kotak Business Cycle Fund Direct Growth as of Fri Dec 12 2025 is ₹17.311. The fund has an expense ratio of 0.6%, which is medium comparable to most other Equity funds.
Kotak Business Cycle Fund Direct Growth returns for the last 1 year are 4.26%. Since launch, it has delivered 18.67% average annual returns.
The Kotak Business Cycle Fund Direct Growth has the majority of its money invested in Financial Services, Healthcare, Communication Services, Consumer Cyclical, Industrials sectors.
Top 5 Holdings of Kotak Business Cycle Fund Direct Growth.
- ICICI Bank Ltd: 5.35%
- Aster DM Healthcare Ltd Ordinary Shares: 3.78%
- Bharti Hexacom Ltd: 3.64%
- HDFC Bank Ltd: 3.42%
- Axis Bank Ltd: 3.17%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2022-09-28 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Business Cycle Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
