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Kotak Business Cycle Fund Growth Return

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  • 6M
  • 1Y
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  • 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)

₹3,302 Cr

Lock In Period

N/A

Expense Ratio

2.11

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(%)
1M0.99-1.357.74
6M7.751.2864.49
1Y3.304.09137.57
3Y14.6412.00202.94

Portfolio Analysis

  • Equity: 99.33%
  • Debt: 0.67%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI BANK LTD.8.27%
2. AXIS BANK LTD.4.16%
3. HDFC BANK LTD.3.04%

1. ASTER DM HEALTHCARE LTD3.97%
2. KRISHNA INSTITUTE OF MEDICAL3.65%
3. VIJAYA DIAGNOSTIC CENTRE PVT3.02%

1. ADITYA INFOTECH LIMITED5.62%

1. Maruti Suzuki India Limited2.55%
2. Mahindra & Mahindra Ltd.2.00%

1. VISHAL MEGA MART LIMITED2.24%
2. Avenue Supermarts Ltd2.04%

1. ACME SOLAR HOLDINGS LTD.2.57%
2. KALPATARU PROJECTS INTERNATIONAL LIMITED1.62%

1. Mphasis Ltd1.51%
2. Infosys Ltd.1.45%
3. HEXAWARE TECHNOLOGIES LTD.1.07%

1. Oberoi Realty Limited1.44%
2. BRIGADE ENTERPRISES LIMITED1.26%
3. MAHINDRA LIFESPACE DEVELOPERS LTD1.19%

1. ETERNAL LIMITED3.46%
2. BRAINBEES SOLUTIONS LIMITED0.39%

1. 360 ONE WAM LIMITED2.15%
2. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.1.09%

1. BHARTI HEXACOM LTD.2.84%

1. SHRIRAM FINANCE LIMITED2.72%

1. MANKIND PHARMA LTD1.55%
2. CORONA REMEDIES LIMITED0.96%

1. LENSKART SOLUTIONS LIMITED2.11%

1. GODREJ CONSUMER PRODUCTS LTD.1.99%

1. VEDANTA ALUMINIUM METAL LTD1.97%

1. Century Plyboards (India) Ltd.1.94%

1. INDIAN BANK1.93%

1. ICICI Lombard General Insurance Company Ltd1.83%

1. SBI Life Insurance Company Ltd1.78%

1. Ultratech Cement Ltd.1.77%

1. United Spirits Ltd1.41%

1. RELIANCE INDUSTRIES LTD.1.39%

1. HAPPY FORGINGS LTD1.36%

1. Minda Industries Ltd.1.28%

1. APTUS VALUE HOUSING FINANCE1.24%

1. NTPC LTD1.19%

1. SAGILITY INDIA LTD.1.12%

1. LG ELECTRONICS INDIA LTD.1.06%

About Fund Kotak Business Cycle Fund Growth

Kotak Business Cycle Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹3,302 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.11. 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
UTI Small Cap Fund Growth15,213 CR2.01
ICICI Prudential Bharat Consumption Fund - Series 4 Growth0623 CR1.39
Kotak Business Cycle Fund Growth13,302 CR2.11
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundUTI Small Cap Fund Growth0.720450.3811
This FundICICI Prudential Bharat Consumption Fund - Series 4 Growth18.364150.6122
This FundKotak Business Cycle Fund Growth3.300550.6788
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 2.11. 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 : 0.99%
  • 6 Months : 7.75%
  • 1 Year : 3.30%
  • 3 Years : 14.64%
Returns of Kotak Business Cycle Fund Growth are updated daily based on NAV of ₹ 16.859 as on Jul 24,2026. Since inception, the return has been 50.68%.

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 ₹3,302 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.