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Kotak Business Cycle Fund
3 Year Absolute Returns
59.43% ↑
NAV (₹) on 18 Dec 2025
16.21
1 Day NAV Change
-0.47%
Risk Level
Very High Risk
Rating
-
Kotak Business Cycle Fund is a Equity mutual fund categorized under Sector, offered by Kotak Mahindra Asset Management Company Ltd.. Launched on 07 Sep 2022, investors can start with a minimum SIP of ... Read more
NAV History
Fund Details
Returns Calculator
Asset Allocation
AUM
₹ 3,065.32 Cr
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 10.96% |
| Hospitals & Medical Services | 8.74% |
| IT Consulting & Software | 6.20% |
| Realty | 5.31% |
| Retail - Departmental Stores | 5.18% |
| Pharmaceuticals | 5.14% |
| Auto - Cars & Jeeps | 4.71% |
| Telecom Services | 4.24% |
| Power - Transmission/Equipment | 4.09% |
| E-Commerce/E-Retail | 3.50% |
| Cement | 3.15% |
| Personal Care | 2.94% |
| Forgings | 2.85% |
| Plywood/Laminates | 2.43% |
| Auto Ancl - Electrical | 2.39% |
| Finance - Life Insurance | 2.21% |
| Finance - Non Life Insurance | 2.10% |
| Refineries | 1.95% |
| Beverages & Distilleries | 1.92% |
| Construction, Contracting & Engineering | 1.83% |
| Finance - Banks - Public Sector | 1.77% |
| Treps/Reverse Repo | 1.74% |
| Non-Banking Financial Company (NBFC) | 1.70% |
| Steel - Wires | 1.64% |
| Cables - Power/Others | 1.49% |
| Cigarettes & Tobacco Products | 1.38% |
| Power - Generation/Distribution | 1.35% |
| Services - Others | 1.16% |
| Aerospace & Defense | 1.09% |
| Insurance Distributor | 0.94% |
| Abrasives And Grinding Wheels | 0.94% |
| Finance - Term Lending Institutions | 0.89% |
| Engines | 0.85% |
| Engineering - General | 0.50% |
| Consumer Electronics | 0.39% |
| Logistics - Warehousing/Supply Chain/Others | 0.38% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| ICICI BANK LTD. | 4.93% | ₹ 134.46 | Finance - Banks - Private Sector |
| BHARTI HEXACOM LTD. | 4.24% | ₹ 115.67 | Telecom Services |
| ASTER DM HEALTHCARE LTD | 3.57% | ₹ 97.29 | Hospitals & Medical Services |
| AXIS BANK LTD. | 3.39% | ₹ 92.40 | Finance - Banks - Private Sector |
| GODREJ CONSUMER PRODUCTS LTD. | 2.94% | ₹ 80.32 | Personal Care |
| HEXAWARE TECHNOLOGIES LTD. | 2.93% | ₹ 80.06 | IT Consulting & Software |
| VISHAL MEGA MART LIMITED | 2.93% | ₹ 79.91 | Retail - Departmental Stores |
| ETERNAL LIMITED | 2.77% | ₹ 75.47 | E-Commerce/E-Retail |
| KRISHNA INSTITUTE OF MEDICAL | 2.70% | ₹ 73.79 | Hospitals & Medical Services |
| HDFC BANK LTD. | 2.64% | ₹ 71.96 | Finance - Banks - Private Sector |
| Mahindra & Mahindra Ltd. | 2.51% | ₹ 68.47 | Auto - Cars & Jeeps |
| BRIGADE ENTERPRISES LIMITED | 2.50% | ₹ 68.35 | Realty |
| VIJAYA DIAGNOSTIC CENTRE PVT | 2.47% | ₹ 67.37 | Hospitals & Medical Services |
| GE VERNOVA T&D INDIA LIMITED | 2.46% | ₹ 67.24 | Power - Transmission/Equipment |
| Century Plyboards (India) Ltd. | 2.43% | ₹ 66.40 | Plywood/Laminates |
| Minda Industries Ltd. | 2.39% | ₹ 65.22 | Auto Ancl - Electrical |
| Avenue Supermarts Ltd | 2.25% | ₹ 61.48 | Retail - Departmental Stores |
| SBI Life Insurance Company Ltd | 2.21% | ₹ 60.33 | Finance - Life Insurance |
| Maruti Suzuki India Limited | 2.20% | ₹ 59.99 | Auto - Cars & Jeeps |
| ICICI Lombard General Insurance Company Ltd | 2.10% | ₹ 57.44 | Finance - Non Life Insurance |
| RELIANCE INDUSTRIES LTD. | 1.95% | ₹ 53.28 | Refineries |
| United Spirits Ltd | 1.92% | ₹ 52.41 | Beverages & Distilleries |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | 1.84% | ₹ 50.33 | Pharmaceuticals |
| Larsen and Toubro Ltd. | 1.83% | ₹ 50 | Construction, Contracting & Engineering |
| MANKIND PHARMA LTD | 1.82% | ₹ 49.69 | Pharmaceuticals |
| INDIAN BANK | 1.77% | ₹ 48.20 | Finance - Banks - Public Sector |
| Triparty Repo | 1.74% | ₹ 47.59 | Others |
| Ultratech Cement Ltd. | 1.73% | ₹ 47.08 | Cement |
| Oberoi Realty Limited | 1.72% | ₹ 47.03 | Realty |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD. | 1.70% | ₹ 46.30 | Non-Banking Financial Company (NBFC) |
| BANSAL WIRE INDUSTRIES LIMITED | 1.64% | ₹ 44.74 | Steel - Wires |
| KALPATARU PROJECTS INTERNATIONAL LIMITED | 1.63% | ₹ 44.53 | Power - Transmission/Equipment |
| KEI Industries Ltd. | 1.49% | ₹ 40.72 | Cables - Power/Others |
| AMBUJA CEMENTS LTD. | 1.42% | ₹ 38.79 | Cement |
| ITC Ltd. | 1.38% | ₹ 37.62 | Cigarettes & Tobacco Products |
| NTPC LTD | 1.35% | ₹ 36.77 | Power - Generation/Distribution |
| Infosys Ltd. | 1.32% | ₹ 35.94 | IT Consulting & Software |
| CMS INFO SYSTEMS LIMITED | 1.16% | ₹ 31.72 | Services - Others |
| Hindustan Aeronautics Ltd. | 1.09% | ₹ 29.84 | Aerospace & Defense |
| HAPPY FORGINGS LTD | 1.05% | ₹ 28.52 | Forgings |
| Mphasis Ltd | 1.03% | ₹ 28.15 | IT Consulting & Software |
| Mahindra Lifespace Developers Ltd | 0.99% | ₹ 26.97 | Realty |
| Rolex Rings Limited | 0.99% | ₹ 26.97 | Forgings |
| Carborundum Universal Ltd. | 0.94% | ₹ 25.72 | Abrasives And Grinding Wheels |
| MEDI ASSIST HEALTHCARE SERVICES LIMITED | 0.94% | ₹ 25.56 | Insurance Distributor |
| Tech Mahindra Ltd. | 0.92% | ₹ 25.18 | IT Consulting & Software |
| Power Finance Corporation Ltd. | 0.89% | ₹ 24.36 | Finance - Term Lending Institutions |
| Cummins India Ltd. | 0.85% | ₹ 23.14 | Engines |
| BHARAT FORGE LTD. | 0.81% | ₹ 21.98 | Forgings |
| IPCA Laboratories Ltd. | 0.80% | ₹ 21.90 | Pharmaceuticals |
| BRAINBEES SOLUTIONS LIMITED | 0.73% | ₹ 19.86 | E-Commerce/E-Retail |
| Medplus Health Services Ltd. | 0.68% | ₹ 18.55 | Pharmaceuticals |
| Sansera Engineering Ltd | 0.50% | ₹ 13.61 | Engineering - General |
| Elin Electronics Ltd. | 0.39% | ₹ 10.66 | Consumer Electronics |
| WESTERN CARRIERS (INDIA) LTD | 0.38% | ₹ 10.33 | Logistics - Warehousing/Supply Chain/Others |
| Mahindra Lifespace Developers Ltd | 0.10% | ₹ 2.62 | Realty |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 15.96% | 1.12% | 15.26% | 16.82% |
| Category returns | 13.53% | 0.54% | 24.01% | 53.26% |
Fund 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 ... Read more
AMC Details
Top Funds from Equity - Sectoral/Thematic
Top Funds from Kotak Mahindra Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Kotak Debt Hybrid Fund - Regular Plan
Hybrid
Regular
|
₹59.22 | 3.83% | 32.39% | 57.85% | ₹3,132 | 1.66% |
Moderately High
|
|
Kotak Medium Term Fund - Direct Plan
Income
Direct
|
₹26.30 | 9.59% | 29.30% | 42.92% | ₹2,083 | 0.67% |
Moderately High
|
|
Kotak Medium Term Fund - Direct Plan
Income
Direct
|
₹26.30 | 9.59% | 29.30% | 42.92% | ₹2,083 | 0.67% |
Moderately High
|
|
Kotak Medium Term Fund - Direct Plan
Income
Direct
|
₹26.29 | 9.59% | 29.30% | 42.90% | ₹2,083 | 0.67% |
Moderately High
|
|
Kotak Credit Risk Fund - Direct Plan
STP
Direct
|
₹25.90 | 9.72% | 27.68% | 38.78% | ₹720 | 0.81% |
High
|
|
Kotak Credit Risk Fund - Direct Plan
STP
Direct
|
₹34.49 | 9.72% | 27.68% | 38.78% | ₹720 | 0.81% |
High
|
|
Kotak Floating Rate Fund - Direct Plan
FRF-LT
Direct
|
₹1,394.50 | 8.59% | 27.06% | 0.00% | ₹2,993 | 0.26% |
Low to Moderate
|
|
Kotak Floating Rate Fund - Direct Plan
FRF-LT
Direct
|
₹1,394.50 | 8.59% | 27.06% | 0.00% | ₹2,993 | 0.26% |
Low to Moderate
|
|
Kotak Floating Rate Fund - Direct Plan
FRF-LT
Direct
|
₹1,600.74 | 8.59% | 27.06% | 38.06% | ₹2,993 | 0.26% |
Low to Moderate
|
|
Kotak Income Plus Arbitrage Omni FoF - Direct Plan
Fund of Funds
Direct
|
₹12.71 | 7.53% | 26.40% | 0.00% | ₹7,500 | 0.07% |
Moderate
|
FAQs
What is the current NAV of Kotak Business Cycle Fund Regular IDCW-Reinvestment?
The current Net Asset Value (NAV) of Kotak Business Cycle Fund Regular IDCW-Reinvestment is ₹16.21 as of 18 Dec 2025. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Kotak Business Cycle Fund Regular IDCW-Reinvestment?
The Assets Under Management (AUM) of Kotak Business Cycle Fund Regular IDCW-Reinvestment is ₹3,065.32 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Kotak Business Cycle Fund Regular IDCW-Reinvestment?
Kotak Business Cycle Fund Regular IDCW-Reinvestment has delivered returns of 1.12% (1 Year), 16.82% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Kotak Business Cycle Fund Regular IDCW-Reinvestment?
Kotak Business Cycle Fund Regular IDCW-Reinvestment has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Kotak Business Cycle Fund Regular IDCW-Reinvestment?
The minimum lumpsum investment required for Kotak Business Cycle Fund Regular IDCW-Reinvestment is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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