Kotak Business Cycle Fund-Regular Plan-Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 05-09-2022
AUM:
₹ 2,839.36 Cr
Expense Ratio
1.95%
Benchmark
NIFTY 500 TRI
ISIN
INF174KA1JK2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 Mr. Harish Bihani, FM 2 Mr. Abhishek Bisen
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Business Cycle Fund-Regular Plan-Growth | 3.58 | - | - |
| NIFTY 500 TRI | -2.55 | 16.27 | 21.42 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
16.044
Last change
-0.11 (-0.7043%)
Fund Size (AUM)
₹ 2,839.36 Cr
Performance
17.98% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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 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.
Fund Manager
FM 1 Mr. Harish Bihani, FM 2 Mr. Abhishek Bisen
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.74 |
| Bharti Hexacom Limited | 4.35 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.7 |
| ASTER DM HEALTHCARE LIMITED EQ | 3.65 |
| VISHAL MEGA MART PRIVATE LIMITED EQ | 3.22 |
| ZOMATO LIMITED EQ | 2.95 |
| INFOSYS LIMITED EQ FV RS 5 | 2.93 |
| HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RE 1/- | 2.8 |
| GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/- | 2.71 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 2.61 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.44 |
| Healthcare | 12.82 |
| Consumer Services | 9.92 |
| Capital Goods | 9.45 |
| Automobile and Auto Components | 8.5 |
| Information Technology | 7.78 |
| Fast Moving Consumer Goods | 5.76 |
| Realty | 5.61 |
| Telecommunication | 4.35 |
| Construction | 3.45 |