Kotak Business Cycle Fund
Equity
●
Thematic
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹14.65
Expense Ratio
1.93%
Min SIP
₹100
Fund Size
₹3054Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: 0.50% on or before 90D, Nil after 90D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.07%
Beta
0.97
Sharpe Ratio
0.226104
Risk
14.05%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(0.03)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- ICICI Prudential Conglomerate Fund
- Invesco India Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Manufacturing Fund
- Union Active Momentum Fund
- HDFC Defence Fund
- Sundaram Multi-Factor Fund
- Quantum ESG Best In Class Strategy Fund
- Franklin India Opportunities Fund
- Motilal Oswal Active Momentum Fund
- The Wealth Company Ethical Fund
- Axis Momentum Fund
- DSP Business Cycle Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential Quant Fund
- Quant Business Cycle Fund
- Nippon India Active Momentum Fund
- UTI Innovation Fund
- Kotak Special Opportunities Fund
- Sundaram Business Cycle Fund
- SBI Quant Fund
- Quant Manufacturing Fund
- Bandhan Innovation Fund
- HDFC Business Cycle Fund
- Baroda BNP Paribas Innovation Fund
- Bandhan Transportation and Logistics Fund
- SBI ESG Exclusionary Strategy Fund
- SBI PSU Fund
- Bandhan Business Cycle Fund
- Nippon India Quant Fund
- HSBC India Export Opportunities Fund
- Invesco India PSU Equity Fund
- Invesco India ESG Integration Strategy Fund
- Union Innovation & Opportunities Fund
- SBI Innovative Opportunities Fund
- Canara Robeco Manufacturing Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Motilal Oswal Business Cycle Fund
- Tata Ethical Fund
- Tata Business Cycle Fund
- Kotak Active Momentum Fund
- LIC MF Manufacturing Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Baroda BNP Paribas Manufacturing Fund
- Tata India Innovation Fund
- Shriram Multi Sector Rotation Fund
- UTI-Transportation and Logistics Fund
- Axis Business Cycles Fund
- Axis Innovation Fund
- HSBC Business Cycles Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- SBI Equity Minimum Variance Fund
- Quant Commodities Fund
- Bank of India Business Cycle Fund
- HDFC Manufacturing Fund
- ICICI Prudential Active Momentum Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Innovation Opportunities Fund
- WhiteOak Capital Quality Equity Fund
- Kotak Rural Opportunities Fund
- Axis Quant Fund
- SBI Quality Fund
- Kotak Pioneer Fund
- Taurus Ethical Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- WhiteOak Capital Special Opportunities Fund
- ICICI Prudential PSU Equity Fund
- Nippon India Innovation Fund
- ICICI Prudential Commodities Fund
- Mahindra Manulife Innovation Opportunities Fund
- HDFC Innovation Fund
- Aditya Birla Sun Life Quant Fund
- Quantum Ethical Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- ICICI Prudential Manufacturing Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- ITI Business Cycle Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Housing Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Edelweiss Business Cycle Fund
- ICICI Prudential Business Cycle Fund
- HDFC Consumption Fund
- Union Business Cycle Fund
- Kotak Manufacture in India Fund
- ICICI Prudential Transportation and Logistics Fund
- 360 ONE Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- HDFC Transportation and Logistics Fund
Harish Bihani
Kotak Mahindra Mutual FundTotal assets under management
₹492.72L Crores
Date of incorporation
5 Aug 1994
Kotak Business Cycle Fund FAQs
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Kotak Business Cycle Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Kotak Business Cycle Fund has an AUM of ₹3053.74 Cr as on 3/31/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 15.64%. The risk is Very High against the category average of 54.65.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Kotak Business Cycle Fund.
Ans. The expense ratio of Kotak Business Cycle Fund is 1.93%.