Kotak Business Cycle Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Kotak Business Cycle Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹3,414 Cr

Lock In Period

N/A

Expense Ratio

2.05

Exit Load

For redemption / switch out within 90 days from the date of allotment - 0.5%If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.

Benchmark

NIfty 500 Total Return

Kotak Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.30-2.238.60
6M1.20-0.3712.71
1Y-1.801.2890.88
3Y13.0210.51281.41

Portfolio Analysis

  • Equity: 98.63%
  • Debt: 1.37%
  • Others
As on: 2026-09-30
View allocation % by

1. ICICI BANK LTD.7.69%
2. AXIS BANK LTD.3.67%
3. HDFC BANK LTD.2.62%

1. ASTER DM HEALTHCARE LTD3.37%
2. KRISHNA INSTITUTE OF MEDICAL3.23%
3. VIJAYA DIAGNOSTIC CENTRE PVT3.11%

1. ADITYA INFOTECH LIMITED5.74%

1. ACME SOLAR HOLDINGS LTD.2.87%
2. KALPATARU PROJECTS INTERNATIONAL LIMITED1.58%

1. INDO-MIM LTD4.39%

1. ETERNAL LIMITED4.05%

1. Mphasis Ltd1.46%
2. Infosys Ltd.1.39%
3. HEXAWARE TECHNOLOGIES LTD.1.11%

1. Maruti Suzuki India Limited2.09%
2. Mahindra & Mahindra Ltd.1.86%

1. VISHAL MEGA MART LIMITED1.85%
2. Avenue Supermarts Ltd1.71%

1. 360 ONE WAM LIMITED1.99%
2. KFIN TECHNOLOGIES LTD.0.93%

1. BRIGADE ENTERPRISES LIMITED1.40%
2. Oberoi Realty Limited1.39%

1. LENSKART SOLUTIONS LIMITED2.70%

1. BHARTI HEXACOM LTD.2.64%

1. SHRIRAM FINANCE LIMITED2.48%

1. MANKIND PHARMA LTD1.48%
2. CORONA REMEDIES LIMITED0.99%

1. INDIAN BANK1.85%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.1.00%
2. SBI FUNDS MANAGEMENT LIMITED0.79%

1. HAPPY FORGINGS LTD1.77%

1. VEDANTA ALUMINIUM METAL LTD1.75%

1. Century Plyboards (India) Ltd.1.70%

1. Ultratech Cement Ltd.1.67%

1. SBI Life Insurance Company Ltd1.65%

1. GODREJ CONSUMER PRODUCTS LTD.1.62%

1. ICICI Lombard General Insurance Company Ltd1.61%

1. Minda Industries Ltd.1.33%

1. RELIANCE INDUSTRIES LTD.1.23%

1. SAGILITY INDIA LTD.1.18%

1. TVS Motor Company Ltd.1.15%

1. LG ELECTRONICS INDIA LTD.1.14%

1. NTPC LTD1.04%

1. SHADOWFAX TECHNOLOGIES LTD0.77%
2. WESTERN CARRIERS (INDIA) LTD0.27%
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About Fund Kotak Business Cycle Fund Growth

Kotak Business Cycle Fund Growth managed by Kotak Mahindra Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹3,414 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.05. Under the expert guidance of Harish Bihani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Harish Bihani

Mr. Harish Bihani has done MBA in Finance. Prior to joining ICICI Prudential Mutual Fund, he has worked with SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Comma Fund Growth21,207 CR2.29
HSBC Business Cycles Fund Growth41,178 CR2.32
Kotak Business Cycle Fund Growth13,413 CR2.05
UTI Gold Exchange Traded Fund Growth04,406 CR0.59
Nippon India Taiwan Equity Fund Growth31,147 CR2.34
Fund Name1Y3Y
This FundSBI Comma Fund Growth1.903842.0728
This FundHSBC Business Cycles Fund Growth-5.772642.9981
This FundKotak Business Cycle Fund Growth-1.79544.379
This FundUTI Gold Exchange Traded Fund Growth12.1953131.1935
This FundNippon India Taiwan Equity Fund Growth88.3403266.0214

Kotak Business Cycle Fund Growth FAQs

Kotak Business Cycle Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Business Cycle Fund Growth is 2.05. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Business Cycle Fund Growth’s fund performance is as follows:
  • 1 Month : -5.30%
  • 6 Months : 1.20%
  • 1 Year : -1.80%
  • 3 Years : 13.02%
Returns of Kotak Business Cycle Fund Growth are updated daily based on NAV of ₹ 16.252 as on Oct 23,2026. Since inception, the return has been 44.38%.

You can invest in Kotak Business Cycle Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Business Cycle Fund Growth is ₹3,414 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Business Cycle Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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