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Kotak Business Cycle Fund Growth Return

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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)

₹3,064 Cr

Lock In Period

N/A

Expense Ratio

1.95

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

Summary

Kotak Business Cycle Fund Growth NAV is ₹16.012 as of 15 May, 2026. Kotak Business Cycle Fund Growth has delivered 56.27% returns since its launch. The minimum SIP investment amount in Kotak Business Cycle Fund Growth is ₹100. The AUM of Kotak Business Cycle Fund Growth is ₹3,064 Cr. The expense ratio of the fund is 1.95%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund 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 last 1M months, Kotak Business Cycle Fund Growth has delivered 1.89% returns.

Kotak Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.89-1.0513.20
6M-4.171.0664.49
1Y4.503.63137.57
3Y16.0410.74202.94

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

Kotak Business Cycle Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹3,064 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
ITI Value Fund Growth1352.62 CR2.37
HDFC Multi Cap Fund Growth319557.57 CR1.69
Kotak Business Cycle Fund Growth13064.28 CR1.95
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundITI Value Fund Growth5.718556.0204
This FundHDFC Multi Cap Fund Growth-0.753256.0927
This FundKotak Business Cycle Fund Growth4.495656.2666
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 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 : 1.89%
  • 6 Months : -4.17%
  • 1 Year : 4.50%
  • 3 Years : 16.04%
Returns of Kotak Business Cycle Fund Growth are updated daily based on NAV of ₹ 16.012 as on May 14,2026. Since inception, the return has been 56.27%.

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 ₹3,064 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.