AnandRathi

Kotak Business Cycle Fund - Regular (G)

Last Updated NAV Date: 30 Jul 2026

3 Year Returns

15.25%

NAV (₹)

17.1600

1 Day NAV Change

-0.11%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 100
AUM₹ 3302.30 Cr
Expense Ratio2.11%
Lock-in PeriodNo Lock-in Period
Inception Date28 Sep 2022
Fund Age3 Yrs

Exit Load

For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil

Fund’s 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.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return2.66%
3 Month Return7.52%
6 Month Return8.61%
1 Year Return6.87%
3 Year Return15.25%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Jun 2026
SectorsAllocationWeightageValue (in Cr.)
Others
18.59%613.738
Banks
17.52%578.585
Healthcare
10.71%353.526
Electronics
5.66%186.918
Automobile
5.59%184.574
IT - Software
5.19%171.394
Finance
5.08%167.874
Retail
4.69%154.928
Infrastructure Developers & Operators
4.22%139.353
FMCG
4.14%136.555

Stock Holdings

Last Updated: 30 Jun 2026
NameAllocationWeightageValue (in Cr.)Sector
ICICI Bank
8.27%272.977Banks
Aditya Infotech
5.62%185.681Electronics
Axis Bank
4.16%137.393Banks
Aster DM Health.
3.97%130.966Healthcare
Krishna Institu.
3.65%120.432Healthcare
Eternal
3.46%114.23E-Commerce/App based Aggregator
HDFC Bank
3.04%100.542Banks
Vijaya Diagnost.
3.02%99.788Healthcare
Bharti Hexacom
2.84%93.7Telecom-Service
Shriram Finance
2.72%89.694Finance

Fund Manager Details

Mr.Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with securities trading corporation of India ltd where he was looking at sales & trading of fixed income products apart from doing portfolio advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm. B.A., and MBA (Finance)

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Kotak Mahindra Mutual Fund

Funds Managed

126

Assets Managed

₹ 6,09,561.12 Cr

Contact Details

Registered Address

27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.

Managing Director

Nilesh Shah

Chief Executive Officer

N/A

Compliance Officer

Ms. Jolly Bhatt

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Kotak Business Cycle Fund - Regular (G) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Kotak Business Cycle Fund - Regular (G) is ₹ 100 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Kotak Business Cycle Fund - Regular (G) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Kotak Business Cycle Fund - Regular (G) over the past three years is 15.25%.
The current NAV of Kotak Business Cycle Fund - Regular (G) is 17.1600.
The Expense ratio of Kotak Business Cycle Fund - Regular (G) is 2.11%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Kotak Business Cycle Fund - Regular (G) fund is ₹ 3302.30 Cr. It represents the total assets held and managed by the fund.
The exit load for Kotak Business Cycle Fund - Regular (G) is For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil.
The fund managers of the Kotak Business Cycle Fund - Regular (G) are Abhishek Bisen, Harish Bihani. However, with management's discretion, the fund manager could also change during the tenure.
Kotak Business Cycle Fund - Regular (G) was launched on 28 Sep 2022. Since then, the fund has formed an NAV (Net Asset Value) of 17.1600.

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