Q: What are the returns of Kotak Business Cycle Fund?

The Kotak Business Cycle Fund is a 2 yrs 9 m old fund and has delivered average annual returns of 20.59% since inception. Kotak Business Cycle Fund Returns 1-Year Since Inception 14.96% 20.59%

Question 1

What is the current NAV of Kotak Business Cycle Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Kotak Business Cycle Fund - Direct Growth plan is approximately ₹16.603 as of Jun 05, 2025.

Question 2

What are the returns of Kotak Business Cycle Fund?

Accepted Answer

The Kotak Business Cycle Fund is a 2 yrs 9 m old fund and has delivered average annual returns of 20.59% since inception.

Kotak Business Cycle Fund Returns

1-Year	Since Inception
14.96%	20.59%

Question 3

How much does Kotak Business Cycle Fund charge as the expense ratio?

Accepted Answer

The Kotak Business Cycle Fund - Direct Growth has an expense ratio of 0.61%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Kotak Business Cycle Fund?

Accepted Answer

The Kotak Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately ₹2,493 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of Kotak Business Cycle Fund?

Accepted Answer

The Kotak Business Cycle Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
ICICI Bank Ltd.	5.25%
Bharti Hexacom Ltd.	4.07%
Axis Bank Ltd.	3.56%
Aster DM Healthcare Ltd.	3.37%
HDFC Bank Ltd.	3.08%
Godrej Consumer Products Ltd.	3.03%
Vijaya Diagnostic Centre Ltd.	2.95%
Krishna Institute of Medical Sciences Ltd	2.78%
Vishal Mega Mart Ltd.	2.68%
Eternal Ltd.	2.66%

Question 6

What are the top sectors Kotak Business Cycle Fund has invested in?

Accepted Answer

The Kotak Business Cycle Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
ICICI Bank Ltd.	5.25%
Bharti Hexacom Ltd.	4.07%
Axis Bank Ltd.	3.56%
Aster DM Healthcare Ltd.	3.37%
HDFC Bank Ltd.	3.08%
Godrej Consumer Products Ltd.	3.03%
Vijaya Diagnostic Centre Ltd.	2.95%
Krishna Institute of Medical Sciences Ltd	2.78%
Vishal Mega Mart Ltd.	2.68%
Eternal Ltd.	2.66%

Question 7

What is the risk level of Kotak Business Cycle Fund?

Accepted Answer

This is a Strategy fund comes with Very High risk.

Question 8

Is there any lock-in period in Kotak Business Cycle Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Kotak Business Cycle Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Kotak Business Cycle Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Kotak Business Cycle Fund is complete.

Question 10

How can I redeem my investments in Kotak Business Cycle Fund?

Accepted Answer

Redeeming your investments in Kotak Business Cycle Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Kotak Business Cycle Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.61% as on May 31, 2025
Exit load	0.5% 0.5% for redemption within 90 Days!
AUM (Fund size)	₹2,493 Crs
Lock-in	No Lockin
Age	2 yrs 9 m since Sep 07, 2022
Benchmark	NIFTY 500 TRI
Min. investment	SIP ₹1000 & Lump. ₹5000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Period	This fund	Category average
1 Month	7.14%	4.88%
3 Months	14.83%	11.29%
6 Months	-0.72%	-2.92%
1 Year	14.96%	8.57%
2 Years	24.29%	24.09%

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Kotak Business Cycle Fund	N.A.	₹2,493 Crs	2 yrs 9 m	0.61%
ICICI Prudential India Opportunities Fund	N.A.	₹27,197 Crs	6 yrs 5 m	0.63%
SBI Contra Fund	N.A.	₹44,069 Crs	12 yrs 5 m	0.62%
ICICI Prudential Value Discovery Fund	N.A.	₹51,112 Crs	12 yrs 5 m	0.99%
ICICI Prudential Dividend Yield Equity Fund	N.A.	₹5,231 Crs	11 yrs 1 m	0.58%
ICICI Prudential India Equity FOF	N.A.	₹168 Crs	5 yrs 4 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Kotak Business Cycle Fund	7.14%	-0.72%	14.96%	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	3.12%	2.13%	14.56%	27.6%	32.99%	14.27%
SBI Contra Fund	2.68%	-2.65%	6.83%	25.09%	34.48%	17.15%
ICICI Prudential Value Discovery Fund	2.66%	1.93%	13.95%	23.83%	28.82%	16.1%
ICICI Prudential Dividend Yield Equity Fund	2.13%	1.19%	10.97%	26.7%	32.59%	17.15%
ICICI Prudential India Equity FOF	3.03%	-0.4%	11.61%	23.28%	28.77%	12.18%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Kotak Business Cycle Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	12.33	0.8	1.52	3.0
SBI Contra Fund	12.89	0.86	1.32	2.19
ICICI Prudential Value Discovery Fund	12.0	0.77	1.32	2.3
ICICI Prudential Dividend Yield Equity Fund	13.04	0.84	1.42	2.3
ICICI Prudential India Equity FOF	12.58	0.84	1.22	2.02

Kotak Business Cycle Fund Direct - Growth

Historical NAV & returns

Kotak Business Cycle Fund overview

Kotak Business Cycle Fund Returns calculator

Trailing returns as on Jun 01, 2025

Asset allocationas on Mar 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Kotak Business Cycle Fund in detail with

About this fund

About Kotak Business Cycle Fund

Fund managers

Investment objective

Kotak Mahindra Mutual Fund details

More funds from Kotak Mahindra Mutual Fund

Frequently asked questions

Kotak Business Cycle Fund Returns

ET Money rank

Fund AUM	₹2,493 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	76 view all schemes
Total AUM	₹4,87,121 Crs as on Mar 31, 2025
Address	The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla Complex Bandra (E) Mumbai, 400051
Phone	022-61152100 / 1800-22-2626

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Kotak Small Cap Fund	N.A.	₹15,706 Crs	7.95%	35.05%
Kotak Infrastructure and Economic Reform Fund	N.A.	₹2,133 Crs	2.81%	34.21%
Kotak Emerging Equity Fund	N.A.	₹48,129 Crs	12.93%	32.17%
Kotak Pioneer Fund	N.A.	₹2,554 Crs	12.42%	28.42%
Kotak India EQ Contra Fund	N.A.	₹3,935 Crs	7.85%	27.7%
Kotak Equity Opportunities Fund	N.A.	₹24,913 Crs	6.91%	26.09%

Sector	Percentage of Portfolio
Financial	16.349999999999998%
Healthcare	14.67%
Services	10.3%
Automobile	9.23%
Construction	7.06%
Capital Goods	6.760000000000001%
Consumer Staples	6.449999999999999%
Materials	6.33%
Insurance	4.27%
Communication	4.07%