Kotak Business Cycle Fund
2Fund 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
₹16.23
Expense Ratio
1.95%
Min SIP
₹100
Fund Size
₹3064Cr
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
0.14%
Beta
0.99
Sharpe Ratio
0.233789
Risk
16.84%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(6.41)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential Quant Fund
- Kotak Pioneer Fund
- SBI Equity Minimum Variance Fund
- ICICI Prudential Business Cycle Fund
- Invesco India PSU Equity Fund
- Invesco India ESG Integration Strategy Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Kotak Manufacture in India Fund
- Tata Ethical Fund
- Tata Business Cycle Fund
- Kotak Active Momentum Fund
- Mahindra Manulife Manufacturing Fund
- 360 ONE Quant Fund
- HDFC Consumption Fund
- HDFC Manufacturing Fund
- Edelweiss Recently Listed IPO Fund
- Bandhan Transportation and Logistics Fund
- Bandhan Innovation Fund
- Bandhan Business Cycle Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- Edelweiss Business Cycle Fund
- Axis Innovation Fund
- HSBC Business Cycles Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant ESG Integration Strategy Fund
- HDFC Business Cycle Fund
- Nippon India Active Momentum Fund
- Invesco India Manufacturing Fund
- Motilal Oswal Quant Fund
- Invesco India Business Cycle Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Manufacturing Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Tata India Innovation Fund
- HSBC India Export Opportunities Fund
- Union Innovation & Opportunities Fund
- Union Business Cycle Fund
- Union Active Momentum Fund
- Shriram Multi Sector Rotation Fund
- DSP Business Cycle Fund
- Canara Robeco Manufacturing Fund
- LIC MF Manufacturing Fund
- UTI-Transportation and Logistics Fund
- Axis Momentum Fund
- Sundaram Business Cycle Fund
- Quant Quantamental Fund
- Quant Business Cycle Fund
- Quant Manufacturing Fund
- Quant Commodities Fund
- HDFC Housing Opportunities Fund
- HDFC Transportation and Logistics Fund
- ICICI Prudential Manufacturing Fund
- Kotak Transportation & Logistics Fund
- The Wealth Company Ethical Fund
- Motilal Oswal Business Cycle Fund
- HDFC Defence Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Mahindra Manulife Innovation Opportunities Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- ICICI Prudential Active Momentum Fund
- Motilal Oswal Innovation Opportunities Fund
- SBI Innovative Opportunities Fund
- ICICI Prudential Conglomerate Fund
- WhiteOak Capital Quality Equity Fund
- Kotak Special Opportunities Fund
- Kotak Rural Opportunities Fund
- SBI Quality Fund
- Nippon India Innovation Fund
- Bank of India Business Cycle Fund
- UTI Innovation Fund
- Nippon India Quant Fund
- Franklin India Opportunities Fund
- SBI PSU Fund
- SBI ESG Exclusionary Strategy Fund
- Quantum ESG Best In Class Strategy Fund
- HDFC Innovation Fund
- Kotak ESG Exclusionary Strategy Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
Harish Bihani
Kotak Mahindra Mutual FundTotal assets under management
₹492.72L Crores
Date of incorporation
5 Aug 1994
Kotak Business Cycle Fund
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 ₹2740.81 Cr as on 5/7/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.80%. The risk is Very High against the category average of 63.46.
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 1.95%.