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Kotak Business Cycle Fund-Regular Plan-Growth

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Category: Equity: Thematic-Others
Launch Date: 05-09-2022
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.95% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,687.74 Cr As on (31-12-2024)
Turn over: 26.61
NAV as on 31-01-2025

14.962

0.2 (1.31%)

CAGR Since Inception

18.63%

NIFTY 500 TRI 12.44%

PERFORMANCE of Kotak Business Cycle Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 31-01-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Business Cycle Fund-Regular Plan-Growth 21.3 - - - 18.63
NIFTY 500 TRI 10.06 14.26 18.18 12.89 12.44
Equity: Thematic-Others 12.21 15.71 21.06 13.1 9.48

Yearly Performance (%)

Nav Movement

Fund Managers

Abhishek Bisen, Arjun Khanna, Harish Bihani

Investment Objective

The scheme seeks 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.

RETURNS CALCULATOR for Kotak Business Cycle Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Kotak Business Cycle Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Business Cycle Fund-Regular Plan-Growth 4.02 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Kotak Business Cycle Fund-Regular Plan-Growth

Compare SIP Compare Lumpsum
Period
Data as on - 31-01-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 21.3 23.5 0.0 0.0 0.0
HDFC Defence Fund - Growth Option 05-06-2023 26.86 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 22.14 42.39 26.02 26.03 15.12
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 21.27 0.0 0.0 0.0 0.0
Axis Innovation Fund - Regular Plan - Growth Option 05-12-2020 20.51 23.57 11.65 0.0 0.0
ICICI Prudential Innovation Fund - Growth 05-04-2023 20.3 0.0 0.0 0.0 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 19.91 27.69 17.5 22.06 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 17.96 28.86 19.6 19.39 12.35
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 17.45 28.53 22.58 26.12 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 16.7 24.51 18.13 20.25 13.49

PORTFOLIO ANALYSIS of Kotak Business Cycle Fund-Regular Plan-Growth

Asset Allocation (%)