Kotak Mahindra Mutual Fundimage

Kotak Business Cycle Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (20 Dec 24)

₹ 15.66

AUM (in Cr)

₹ 2675.73

1 Year CAGR

% 30.31

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Kotak Business Cycle Fund
4.42
-2.02
7.66
30.31
0.00
0.00
Nifty 500
1.44
-7.63
0.49
19.95
17.18
18.86
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

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.

Expense Ratio
% 1.95
Benchmark
Nifty 500
AUM
₹ 2675.73
Inception Date
07 Sep 2022
Turnover Ratio
% 52.08
Exit Load
For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.
Asset Class
Equity
amc-logo

Kotak Mahindra Mutual Fund

Total AUM

₹ 473746.88

No. of Schemes under this AMC

93

Phone

61152100

Email

fundaccops@kotakmutual.in

Incorporation Date

6/23/1998

Address

27 BKC, C-27, G Block,, Bandra Kurla Complex,, Bandra (E),

Mumbai - 400051

Back
Kotak Mahindra Mutual Fundimage

Kotak Business Cycle Fund

EquitySectoral/Thematic
Connect with an
Expertquotes
Personalized investment strategies from leading experts