Kotak Mahindra Mutual Fundimage

Kotak Business Cycle Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (26 Sep 25)

16.21

AUM (in Cr)

₹ 2914.48

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Kotak Business Cycle Fund
-1.33
-0.04
13.51
-2.51
Nifty 500
-1.17
-0.50
14.14
-3.59
15.25
19.75
Sectoral/Thematic
1.18
-1.42
9.36
-8.59
16.52
18.39

Note:  Benchmark Performance is not available due to periodic changes in underlying Benchmark composition. Performance related to other similar category of funds are displayed here. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the objective of the scheme will be realized.

Expense Ratio
% 1.93
Benchmark
Nifty 500
AUM
₹ 2914.48
Inception Date
07 Sep 2022
Turnover Ratio
% 31.69
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.
Asset Class
Equity
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