Kotak Business Cycle Fund · Regular · Growth
NAV
₹16.6100
as of 17 Jun 2026
Expense Ratio
1.93%
AUM
₹2,848 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.85%
- 3Y
- +15.21%
- 5Y
- —
- Since Inception
- +14.38%
SIP returns (XIRR)
- 1Y
- +6.48%
- 3Y
- +10.86%
- 5Y
- —
- Since Inception
- +12.83%
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
₹5,493
Benchmark
₹5,282
+₹211 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹100/month became
Real NAV backtest from day one
₹4,500
Invested
₹5,493
Value today
10.9%
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
₹161
Value today
13.4%
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
₹9,56,944
Value today
-0.6%
vs lumpsum
Direct lumpsum would have beaten STP by 0.6% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.09
Sharpe Ratio
+0.01
Alpha
0.50
Beta
-0.09
Sortino
14.98%
Std Dev
-16.26%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Ltd.8.18%
- 2Axis Bank Ltd.4.23%
- 3Aditya Infotech Limited3.86%
- 4Aster Dm Healthcare Ltd3.82%
- 5Eternal Limited3.24%
- 6Krishna Institute Of Medical3.22%
- 7Bharti Hexacom Ltd.3.13%
- 8Hdfc Bank Ltd.2.80%
- 9Vijaya Diagnostic Centre Pvt2.72%
- 10Shriram Finance Limited2.63%
Investment Objective
Kotak Business Cycle Fund · Regular · 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 · Regular · 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 ₹2,848 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 500 Total Return Index. The current expense ratio is 1.93%.
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