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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹2,741 Cr

Lock In Period

N/A

Expense Ratio

1.95

Benchmark

NIfty 500 Total Return

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.

Summary

Latest details for Kotak Business Cycle Fund Growth include a ₹16.218 NAV as of Apr 22,2026 and returns since inception of 66.35%. Minimum investments start at SIP ₹100. The Kotak Business Cycle Fund Growth AUM is ₹2,741 Cr, with a lock-in of N/A years, expense ratio of 1.95%, and benchmark NIfty 500 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 10.19% returns, against a category average of -0.66% and a category best of 13.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M10.19-0.6613.98
6M-2.601.1064.49
1Y9.094.11137.57
3Y18.4911.90202.94

Portfolio Analysis

  • Equity: 99.81%
  • Debt: 0.19%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI BANK LTD.6.97%
2. AXIS BANK LTD.4.33%
3. HDFC BANK LTD.2.96%

1. ASTER DM HEALTHCARE LTD4.25%
2. KRISHNA INSTITUTE OF MEDICAL2.45%
3. VIJAYA DIAGNOSTIC CENTRE PVT2.32%

1. Infosys Ltd.2.18%
2. Mphasis Ltd1.73%
3. HEXAWARE TECHNOLOGIES LTD.1.07%
4. Tech Mahindra Ltd.0.81%

1. Maruti Suzuki India Limited2.68%
2. Mahindra & Mahindra Ltd.2.32%

1. VISHAL MEGA MART LIMITED2.40%
2. Avenue Supermarts Ltd2.22%

1. BRIGADE ENTERPRISES LIMITED1.48%
2. Oberoi Realty Limited1.39%
3. MAHINDRA LIFESPACE DEVELOPERS LTD1.15%

1. ADITYA INFOTECH LIMITED3.62%

1. BHARTI HEXACOM LTD.3.48%

1. 360 ONE WAM LIMITED2.29%
2. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.1.11%

1. MANKIND PHARMA LTD1.47%
2. SUN PHARMACEUTICAL INDUSTRIES LTD.0.93%
3. IPCA Laboratories Ltd.0.85%

1. ETERNAL LIMITED2.65%
2. BRAINBEES SOLUTIONS LIMITED0.43%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED1.51%
2. GE VERNOVA T&D INDIA LIMITED1.49%

1. SHRIRAM FINANCE LIMITED2.74%

1. INDIAN BANK2.41%

1. GODREJ CONSUMER PRODUCTS LTD.2.34%

1. Century Plyboards (India) Ltd.2.18%

1. ICICI Lombard General Insurance Company Ltd2.16%

1. SBI Life Insurance Company Ltd2.16%

1. Ultratech Cement Ltd.2.04%

1. Minda Industries Ltd.1.93%

1. HAPPY FORGINGS LTD1.23%
2. Rolex Rings Limited0.68%

1. RELIANCE INDUSTRIES LTD.1.74%

1. Larsen and Toubro Ltd.1.74%

1. United Spirits Ltd1.53%

1. NTPC LTD1.49%

1. SAGILITY INDIA LTD.1.37%

1. LG ELECTRONICS INDIA LTD.1.19%

1. TVS Motor Company Ltd.1.17%

1. APTUS VALUE HOUSING FINANCE1.05%

About Fund

Kotak Business Cycle Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹2,741 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.95. 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
This FundITI Value Fund Growth1304.99 CR2.37
This FundKotak Business Cycle Fund Growth02740.81 CR1.95
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundITI Value Fund Growth7.215965.2553
This FundKotak Business Cycle Fund Growth9.09466.3499
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 1.95. 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 : 10.19%
  • 6 Months : -2.60%
  • 1 Year : 9.09%
  • 3 Years : 18.49%
Returns of Kotak Business Cycle Fund Growth are updated daily based on NAV of ₹ 16.218 as on Apr 22,2026. Since inception, the return has been 66.35%.

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 ₹2,741 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.
Min Inv Amount: ₹500