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Sectoral / Thematic📊 NIFTY 500 TRI(SEBI default)

Kotak Business Cycle Fund · Direct · Growth

Kotak Mahindra Mutual Fund

NAV

₹17.5660

as of 17 Jun 2026

Expense Ratio

—

see scheme documents

AUM

₹136 Cr

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+6.25%
3Y
+16.88%
5Y
—
Since Inception
+16.09%

SIP returns (XIRR)

1Y
+7.87%
3Y
+12.44%
5Y
—
Since Inception
+14.49%

Returns calculated from 28 September 2022 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹5,656

Benchmark

₹5,282

+₹374 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹4,500

Invested

₹5,656

Value today

12.6%

XIRR (p.a.)

₹100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

₹100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹170

Value today

15.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹10,02,392

Value today

-1.6%

vs lumpsum

Direct lumpsum would have beaten STP by 1.6% — but STP reduced timing risk

Model your own STP with real NAV

Performance Comparison

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Compare with Similar Funds

ICICI Prudential Business Cycle Fund · Regular · Growth

3Y: +17.99%AUM: ₹15,723 Cr

Tata Business Cycle Fund · Regular · Growth

3Y: +14.98%AUM: ₹2,657 Cr

HDFC Business Cycle Fund · Regular · Growth

3Y: +10.65%AUM: ₹2,643 Cr

Axis Business Cycles Fund · Regular · Growth

3Y: +13.66%AUM: ₹2,108 Cr

Aditya Birla Sun Life Business Cycle Fund · Regular · Growth

3Y: +12.14%AUM: ₹1,710 Cr
Compare All Sectoral / Thematic FundsView all Sectoral / Thematic funds

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date07 Sept 2022
AMFI Code150624
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit Load• For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.• If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%• If units are redeemed or switched out on or after 1 year from the date of allotment: NIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with Kotak Business Cycle Fund-Regular Plan--Growth

Holding% NAV

Investment Objective

Kotak Business Cycle Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Kotak Business Cycle Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹136 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI.

Who Should Invest?

  • •Investors with a high risk appetite seeking long-term wealth creation
  • •Investors with an investment horizon of 5 years or more
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations