Kotak Business Cycle Fund
Fund Overview
Fund Performance
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
% 1.94Benchmark
Nifty 500
AUM
₹ 2639.52Inception Date
07 Sep 2022Turnover Ratio
% 43.37Exit 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
Kotak Mahindra Mutual Fund
Total AUM
₹ 473746.88
No. of Schemes under this AMC
93
Phone
61152100
fundaccops@kotakmutual.in
Incorporation Date
6/23/1998
Address
27 BKC, C-27, G Block,, Bandra Kurla Complex,, Bandra (E),
Mumbai - 400051
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