Kotak Business Cycle Fund Growth Return

  • 1M
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  • 1Y
  • 3Y
  • 5Y
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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)

₹3,411 Cr

Lock In Period

N/A

Expense Ratio

2.07

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(%)
1M1.85-0.968.70
6M8.351.5270.88
1Y8.804.02146.48
3Y16.2711.81331.47

Portfolio Analysis

  • Equity: 99.38%
  • Debt: 0.62%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI BANK LTD.8.35%
2. AXIS BANK LTD.3.68%
3. HDFC BANK LTD.2.76%

1. ASTER DM HEALTHCARE LTD4.00%
2. KRISHNA INSTITUTE OF MEDICAL3.49%
3. VIJAYA DIAGNOSTIC CENTRE PVT2.91%

1. ADITYA INFOTECH LIMITED5.06%

1. Maruti Suzuki India Limited2.49%
2. Mahindra & Mahindra Ltd.2.14%

1. Mphasis Ltd1.59%
2. Infosys Ltd.1.58%
3. HEXAWARE TECHNOLOGIES LTD.1.26%

1. ACME SOLAR HOLDINGS LTD.2.37%
2. KALPATARU PROJECTS INTERNATIONAL LIMITED1.48%

1. ETERNAL LIMITED3.83%

1. VISHAL MEGA MART LIMITED1.97%
2. Avenue Supermarts Ltd1.77%

1. BHARTI HEXACOM LTD.2.98%

1. Oberoi Realty Limited1.44%
2. BRIGADE ENTERPRISES LIMITED1.42%

1. INDO-MIM LTD2.74%

1. SHRIRAM FINANCE LIMITED2.64%

1. MANKIND PHARMA LTD1.46%
2. CORONA REMEDIES LIMITED1.00%

1. LENSKART SOLUTIONS LIMITED2.23%

1. 360 ONE WAM LIMITED2.20%

1. GODREJ CONSUMER PRODUCTS LTD.2.05%

1. Century Plyboards (India) Ltd.2.00%

1. VEDANTA ALUMINIUM METAL LTD1.93%

1. INDIAN BANK1.92%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.0.99%
2. SBI FUNDS MANAGEMENT LIMITED0.90%

1. SBI Life Insurance Company Ltd1.84%

1. Ultratech Cement Ltd.1.81%

1. ICICI Lombard General Insurance Company Ltd1.65%

1. HAPPY FORGINGS LTD1.41%

1. RELIANCE INDUSTRIES LTD.1.36%

1. Minda Industries Ltd.1.35%

1. TVS Motor Company Ltd.1.21%

1. SAGILITY INDIA LTD.1.20%

1. APTUS VALUE HOUSING FINANCE1.13%

1. NTPC LTD1.12%

1. JUBILANT INGREVIA LTD.1.06%
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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 ₹3,411 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.07. 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
ICICI Prudential Business Cycle Fund Growth516,122 CR1.81
HSBC Business Cycles Fund Growth41,182 CR2.33
Kotak Business Cycle Fund Growth13,411 CR2.07
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundICICI Prudential Business Cycle Fund Growth2.877157.1249
This FundHSBC Business Cycles Fund Growth3.806457.1381
This FundKotak Business Cycle Fund Growth8.798557.1903
This FundHDFC Defence Fund Growth30.4252178.024
This FundNippon India Taiwan Equity Fund Growth143.1589313.9609

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 2.07. 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 : 1.85%
  • 6 Months : 8.35%
  • 1 Year : 8.80%
  • 3 Years : 16.27%
Returns of Kotak Business Cycle Fund Growth are updated daily based on NAV of ₹ 17.507 as on Aug 14,2026. Since inception, the return has been 57.19%.

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 ₹3,411 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.