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Apr 17, 2026


Category Equity
AUM (Cr.) 2,740.81
Exit Load (%) 0.50
Min Inv Lumpsum 100
Expense Ratio 1.93
Sharpe Ratio 0.60
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

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Kotak Business Cycle Fund - Regular (G) 7.9 -3.36 9.89 17.93 0 14.41
Benchmark - Nifty 500 TRI 5.56 -2.83 6.49 16.45 14.35 0
Category Average - BEST EQUITY PERFORMERS 6.5 -1.72 9.26 18.68 15.6 9.52
Category Rank 4/10 4/10 2/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru FMCG Fund - (IDCW) 77.9400 2.47 -11.42 2.08 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru FMCG Fund - (G) 421.6700 2.47 -11.42 2.07 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru MNC Fund (G) 29.0100 1.93 11.84 15.62 13.78 1,545.33 2.15 5,000.00 invest
ICICI Pru Energy Opportunities Fund - Reg (G) 11.2700 1.90 18.63 0.00 0.00 8,795.59 1.75 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 25.1369 -1.58 34.50 17.97 7.99 290.83 2.45 5,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Kotak Business Cycle Fund - Regular (G) 7.9 -3.36 9.89 17.93 0 14.41
Benchmark - Nifty 500 TRI 5.56 -2.83 6.49 16.45 14.35 0
Category Average - BEST EQUITY PERFORMERS 6.5 -1.72 9.26 18.68 15.6 9.52
Category Rank 4/10 4/10 2/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru FMCG Fund - (IDCW) 77.9400 2.47 -11.42 2.08 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru FMCG Fund - (G) 421.6700 2.47 -11.42 2.07 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru MNC Fund (G) 29.0100 1.93 11.84 15.62 13.78 1,545.33 2.15 5,000.00 invest
ICICI Pru Energy Opportunities Fund - Reg (G) 11.2700 1.90 18.63 0.00 0.00 8,795.59 1.75 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 25.1369 -1.58 34.50 17.97 7.99 290.83 2.45 5,000.00 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 Mar 31, 2026 191.14 6.97 0.76
Equity-Axis Bank Mar 31, 2026 118.57 4.33 -11.62
Equity-Aster DM Health. Mar 31, 2026 116.55 4.25 21.34
Equity-Aditya Infotech Mar 31, 2026 99.21 3.62 133.50
Equity-Bharti Hexacom Mar 31, 2026 95.32 3.48 -2.34
Equity-HDFC Bank Mar 31, 2026 81.20 2.96 -15.98
Equity-Shriram Finance Mar 31, 2026 75.06 2.74 -1.88
Equity-Maruti Suzuki Mar 31, 2026 73.46 2.68 -15.71
Equity-Eternal Mar 31, 2026 72.52 2.65 -16.31
Equity-Krishna Institu. Mar 31, 2026 67.02 2.45 2.94

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