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Kotak Mahindra Mutual Fund · Equity: Thematic-Business-Cycle
Kotak BusIness Cycle Fund-Regular Plan-Growth
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.
EquityBenchmark · Nifty 500 TRITER · 1.97%Inception · 05-09-2022
NAV
₹17.20
-0.24% · as of 13-07-2026
Since inception
15.29%
CAGR
Benchmark (inception)
12.17%
CAGR
Fund size
₹3,302 Cr
AUM
Expense ratio
1.97%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +15.29% CAGR vs benchmark +12.17%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.96%
Aditya Infotech Limited4.72%
AXIS BANK LIMITED EQ NE FV RS. 2/-4.19%
ASTER DM HEALTHCARE LIMITED EQ3.88%
Krishna Institute Of Medical Sciences Limited3.58%
Triparty Repo3.55%
ZOMATO LIMITED EQ3.21%
VIJAYA DIAGNOSTIC CENTRE LIMITED EQ NEW FV Re.1/-3.08%
Bharti Hexacom Limited3.01%
HDFC BANK LIMITED EQ NEW FV RE. 1/-2.64%
Sector allocation
Financial Services28.92%
Healthcare12.07%
Consumer Services10.30%
Automobile and Auto Components7.93%
Capital Goods6.83%
Information Technology6.54%
Fast Moving Consumer Goods4.36%
Realty3.90%
Consumer Durables3.21%
Telecommunication3.01%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 15.3% p.a.₹10,000
10 years
Projected value
₹28,36,906
Invested: ₹12,00,000
Gained: ₹16,36,906
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Harish Bihani & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150626
ISIN (Growth)
INF174KA1JK2
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India BusIness Cycle Fund Gr
₹14.22
1Y
+13.6%
3Y
+0.0%
5Y
+0.0%
MahIndra Manulife BusIness Cycle Fund Reg Gr
₹15.71
1Y
+5.4%
3Y
+0.0%
5Y
+0.0%
Union BusIness Cycle Reg Gr
₹11.72
1Y
+4.9%
3Y
+0.0%
5Y
+0.0%
Quant BusIness Cycle Fund Gr Reg Plan
₹16.71
1Y
+2.5%
3Y
+16.2%
5Y
+0.0%
ABSL BusIness Cycle Fund Reg Gr
₹15.70
1Y
+2.5%
3Y
+12.0%
5Y
+0.0%
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