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NRI

Nov 21, 2024

Category

Equity

AUM (Cr.)

2,639.52

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.92

Sharpe Ratio

25.21

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

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Kotak Business Cycle Fund - Regular (G) -4.36 9.82 32 0 0 21.28
Benchmark - Nifty 500 TRI -6.02 4.72 26.38 14.04 18.91 0
Category Average - BEST EQUITY PERFORMERS -5.68 5.42 28.95 16.31 21.07 16.05
Category Rank 8/7 7/7 7/7 7/7 7/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Healthcare Opportunities Fund (G) 412.0900 0.83 43.61 22.95 28.63 3,416.13 1.95 5,000.00 invest
SBI Healthcare Opportunities Fund (IDCW) 259.5954 0.83 43.61 22.95 28.64 3,416.13 1.95 5,000.00 invest
AXIS Innovation Fund (G) 17.9100 0.79 30.92 9.00 0.00 1,225.58 2.21 100.00 invest
AXIS Innovation Fund (IDCW) 17.9100 0.79 30.92 9.00 0.00 1,225.58 2.21 100.00 invest
Tata Quant Fund - Regular (IDCW) 14.7462 -2.52 16.16 11.33 0.00 67.78 0.00 5,000.00 invest

Asset Allocation

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 Oct 31, 2024 131.81 4.99 1.51
Equity-Bharti Hexacom Oct 31, 2024 104.66 3.97 -15.03
Equity-HDFC Bank Oct 31, 2024 84.18 3.19 0.21
Equity-Axis Bank Oct 31, 2024 81.75 3.10 -12.13
Equity-Zomato Ltd Oct 31, 2024 77.05 2.92 -11.54
Equity-Maruti Suzuki Oct 31, 2024 74.98 2.84 -16.33
Equity-Sun Pharma.Inds. Oct 31, 2024 73.96 2.80 -4.04
Equity-Brigade Enterpr. Oct 31, 2024 73.09 2.77 -12.80
Equity-Vijaya Diagnost. Oct 31, 2024 72.34 2.74 4.10
Equity-Century Plyboard Oct 31, 2024 72.17 2.73 -4.50

latest news

Kotak Equity Arbitrage Fund announces Income Distribution cum capital withdrawal (IDCW)

Kotak Mahindra Mutual Fund has announced 25 November 2024 as the record dat...

Nov 21, 2024 09:32

Kotak Mahindra Mutual Fund announces change in Exit Load Structure

Kotak Mahindra Mutual Fund has announced change in exit load structure unde...

Oct 08, 2024 11:59

Kotak MF announces change in scheme name

Kotak Mutual Fund has announced change in scheme name under the following s...

Oct 01, 2024 11:52

Kotak Equity Arbitrage Fund announces Income Distribution cum capital withdrawal (IDCW)

Kotak Mahindra Mutual Fund has announced 23 September 2024 as the record da...

Sep 19, 2024 09:21

Kotak MF announces change in Fund Manager of the following schemes

Kotak Mutual Fund has announced change in Fund Managers of the following sc...

Sep 14, 2024 13:31

Kotak Mahindra MF announces change in Fund Manager of the following scheme

Kotak Mahindra Mutual Fund Mutual Fund has announced change in Fund Manager...

Sep 03, 2024 10:45

SCHEME DETAILS

AMC Name : Kotak Mahindra Mutual Fund
Fund Name : Kotak Business Cycle Fund - Regular (G)
Contact Persone : 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