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Mutual Funds
Kotak Business Cycle Fund Direct Growth

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Kotak Business Cycle Fund Direct Growth

Kotak Business Cycle Fund Direct Growth

  • Very High Risk
  • Equity
  • Equity - Other
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NAV as on Mar 28, 2025
i
Price per unit of the scheme.
₹ 14.9560 -0.06% 1 Day Change
6.62%
Minimum Investment ₹100
Expense Ratio 0.25%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
1M 3M 6M 1Y 3Y 5Y
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
Kotak Business Cycle Fund Direct Growth
VS
Equity: Equity - Other Average NAV
Topper in Equity: Equity - Other
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

Check the return on your investment in the fund
Kotak Business Cycle Fund Direct Growth
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    ₹0
  • Return
    ₹0
  • Current Value
    ₹0

FUND SUMMARY

Benchmark
IISL Nifty 500 TR INR
Expense Ratio
0.25 %
Category Avg Expense Ratio
0.92%
Minimum Investment (Lumpsum/SIP)
₹100/₹100
Lock In (Years)
No Lock-in
Fund Size
₹ 2,325.58 Cr(As on Feb, 2025)
Inception Date
Sep 28, 2022
Turnover
5.83 %
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

ABOUT THE FUND

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.

Kotak Business Cycle Fund Direct Growth is an Equity - Equity - Other fund. The fund was launched in Sep 28, 2022. Its risk level is Very High. The NAV of the fund as on Mar 28, 2025 is ₹14.96. Its expense ratio is 0.25 %. The fund has an AUM of ₹2,325.58 Cr.The fund is managed by Pankaj Tibrewal, Arjun Khanna, Abhishek Bisen, Harish Bihani. The minimum initial investment is ₹100 in Lumpsum mode.

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FUND MANAGER

Pankaj Tibrewal
i
Lead Fund Manager.
Oct 6, 2022- Present
  • Schemes managed 4
  • Total AUM ₹ 66,998.25 Cr
  • Highest Return In 1 Yr 16.52 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
8.18%
5.53%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
6.30%
3.60%
Very High Risk
₹6,324.10Cr
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
--
₹14.96
6.62%
--
Very High Risk
₹2,325.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
-14.14%
-14.37%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
-6.25%
-4.72%
Very High Risk
₹6,324.10Cr
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
--
₹14.96
-8.54%
--
Very High Risk
₹2,325.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
-17.78%
-16.91%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
-9.20%
-9.23%
Very High Risk
₹6,324.10Cr
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
--
₹14.96
-12.85%
--
Very High Risk
₹2,325.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
9.95%
7.68%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
11.47%
8.05%
Very High Risk
₹6,324.10Cr
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
₹14.96
13.47%
--
Very High Risk
₹2,325.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
15.44%
17.90%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
14.87%
13.24%
Very High Risk
₹6,324.10Cr
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
--
₹14.96
--
--
Very High Risk
₹2,325.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
37.09%
35.79%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
24.69%
21.36%
Very High Risk
₹6,324.10Cr
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
--
₹14.96
--
--
Very High Risk
₹2,325.58Cr
1M 3M 6M 1Y 3Y 5Y
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return 8.18%
Category Return 5.53%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return 6.30%
Category Return 3.60%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.96
  • Fund Size ₹2,325.58Cr
Fund Return 6.62%
Category Return --
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return -14.14%
Category Return -14.37%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return -6.25%
Category Return -4.72%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.96
  • Fund Size ₹2,325.58Cr
Fund Return -8.54%
Category Return --
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return -17.78%
Category Return -16.91%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return -9.20%
Category Return -9.23%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.96
  • Fund Size ₹2,325.58Cr
Fund Return -12.85%
Category Return --
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return 9.95%
Category Return 7.68%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return 11.47%
Category Return 8.05%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.96
  • Fund Size ₹2,325.58Cr
Fund Return 13.47%
Category Return --
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return 15.44%
Category Return 17.90%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return 14.87%
Category Return 13.24%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.96
  • Fund Size ₹2,325.58Cr
Fund Return --
Category Return --
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return 37.09%
Category Return 35.79%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return 24.69%
Category Return 21.36%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.96
  • Fund Size ₹2,325.58Cr
Fund Return --
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Arjun Khanna
Oct 6, 2022- Present
  • Schemes managed 21
  • Total AUM ₹ 1,97,661.93 Cr
  • Highest Return In 1 Yr 16.52 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
8.18%
5.53%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
6.30%
3.60%
Very High Risk
₹6,324.10Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹14.80
8.99%
6.13%
Very High Risk
₹1,007.47Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
-14.14%
-14.37%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
-6.25%
-4.72%
Very High Risk
₹6,324.10Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹14.80
0.52%
0.36%
Very High Risk
₹1,007.47Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
-17.78%
-16.91%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
-9.20%
-9.23%
Very High Risk
₹6,324.10Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹14.80
-4.11%
-5.66%
Very High Risk
₹1,007.47Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
9.95%
7.68%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
11.47%
8.05%
Very High Risk
₹6,324.10Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
₹14.80
15.79%
9.74%
Very High Risk
₹1,007.47Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
15.44%
17.90%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
14.87%
13.24%
Very High Risk
₹6,324.10Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹14.80
--
16.91%
Very High Risk
₹1,007.47Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
₹276.32
37.09%
35.79%
Very High Risk
₹14,407.09Cr
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
₹66.82
24.69%
21.36%
Very High Risk
₹6,324.10Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹14.80
--
23.65%
Very High Risk
₹1,007.47Cr
1M 3M 6M 1Y 3Y 5Y
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return 8.18%
Category Return 5.53%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return 6.30%
Category Return 3.60%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return 8.99%
Category Return 6.13%
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return -14.14%
Category Return -14.37%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return -6.25%
Category Return -4.72%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return 0.52%
Category Return 0.36%
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return -17.78%
Category Return -16.91%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return -9.20%
Category Return -9.23%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return -4.11%
Category Return -5.66%
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return 9.95%
Category Return 7.68%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return 11.47%
Category Return 8.05%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return 15.79%
Category Return 9.74%
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return 15.44%
Category Return 17.90%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return 14.87%
Category Return 13.24%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return --
Category Return 16.91%
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹276.32
  • Fund Size ₹14,407.09Cr
Fund Return 37.09%
Category Return 35.79%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹66.82
  • Fund Size ₹6,324.10Cr
Fund Return 24.69%
Category Return 21.36%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return --
Category Return 23.65%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Abhishek Bisen
Oct 6, 2022- Present
  • Schemes managed 33
  • Total AUM ₹ 1,10,437.82 Cr
  • Highest Return In 1 Yr 34.08 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
--
₹12.04
0.64%
--
Moderate Risk
₹7,712.24Cr
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
--
₹12.09
0.97%
--
Moderate Risk
₹241.96Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹14.80
8.99%
6.13%
Very High Risk
₹1,007.47Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
--
₹12.04
2.10%
--
Moderate Risk
₹7,712.24Cr
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
--
₹12.09
2.25%
--
Moderate Risk
₹241.96Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹14.80
0.52%
0.36%
Very High Risk
₹1,007.47Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
--
₹12.04
3.69%
--
Moderate Risk
₹7,712.24Cr
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
--
₹12.09
3.13%
--
Moderate Risk
₹241.96Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹14.80
-4.11%
-5.66%
Very High Risk
₹1,007.47Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
₹12.04
8.44%
--
Moderate Risk
₹7,712.24Cr
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
₹12.09
9.35%
--
Moderate Risk
₹241.96Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
₹14.80
15.79%
9.74%
Very High Risk
₹1,007.47Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
--
₹12.04
6.37%
--
Moderate Risk
₹7,712.24Cr
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
--
₹12.09
--
--
Moderate Risk
₹241.96Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹14.80
--
16.91%
Very High Risk
₹1,007.47Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
--
₹12.04
--
--
Moderate Risk
₹7,712.24Cr
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
--
₹12.09
--
--
Moderate Risk
₹241.96Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹14.80
--
23.65%
Very High Risk
₹1,007.47Cr
1M 3M 6M 1Y 3Y 5Y
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
Moderate Risk --
  • NAV ₹12.04
  • Fund Size ₹7,712.24Cr
Fund Return 0.64%
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
Moderate Risk --
  • NAV ₹12.09
  • Fund Size ₹241.96Cr
Fund Return 0.97%
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return 8.99%
Category Return 6.13%
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
Moderate Risk --
  • NAV ₹12.04
  • Fund Size ₹7,712.24Cr
Fund Return 2.10%
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
Moderate Risk --
  • NAV ₹12.09
  • Fund Size ₹241.96Cr
Fund Return 2.25%
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return 0.52%
Category Return 0.36%
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
Moderate Risk --
  • NAV ₹12.04
  • Fund Size ₹7,712.24Cr
Fund Return 3.69%
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
Moderate Risk --
  • NAV ₹12.09
  • Fund Size ₹241.96Cr
Fund Return 3.13%
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return -4.11%
Category Return -5.66%
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
Moderate Risk --
  • NAV ₹12.04
  • Fund Size ₹7,712.24Cr
Fund Return 8.44%
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
Moderate Risk --
  • NAV ₹12.09
  • Fund Size ₹241.96Cr
Fund Return 9.35%
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return 15.79%
Category Return 9.74%
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
Moderate Risk --
  • NAV ₹12.04
  • Fund Size ₹7,712.24Cr
Fund Return 6.37%
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
Moderate Risk --
  • NAV ₹12.09
  • Fund Size ₹241.96Cr
Fund Return --
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return --
Category Return 16.91%
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
Moderate Risk --
  • NAV ₹12.04
  • Fund Size ₹7,712.24Cr
Fund Return --
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
Moderate Risk --
  • NAV ₹12.09
  • Fund Size ₹241.96Cr
Fund Return --
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹14.80
  • Fund Size ₹1,007.47Cr
Fund Return --
Category Return 23.65%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Harish Bihani
Oct 20, 2023- Present
  • Schemes managed 6
  • Total AUM ₹ 41,565.87 Cr
  • Highest Return In 1 Yr 13.47 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
₹956.48
7.25%
4.31%
Very High Risk
₹12,743.59Cr
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
--
₹16.83
3.82%
--
Very High Risk
₹2,739.18Cr
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
₹86.13
6.83%
5.53%
Very High Risk
₹6,911.83Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
₹956.48
-1.77%
-7.23%
Very High Risk
₹12,743.59Cr
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
--
₹16.83
-8.53%
--
Very High Risk
₹2,739.18Cr
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
₹86.13
-10.40%
-14.37%
Very High Risk
₹6,911.83Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
₹956.48
-11.16%
-13.08%
Very High Risk
₹12,743.59Cr
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
--
₹16.83
-19.16%
--
Very High Risk
₹2,739.18Cr
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
₹86.13
-16.39%
-16.91%
Very High Risk
₹6,911.83Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
₹956.48
9.18%
6.97%
Very High Risk
₹12,743.59Cr
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
₹16.83
5.58%
--
Very High Risk
₹2,739.18Cr
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
₹86.13
4.44%
7.68%
Very High Risk
₹6,911.83Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
₹956.48
14.77%
15.17%
Very High Risk
₹12,743.59Cr
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
--
₹16.83
--
--
Very High Risk
₹2,739.18Cr
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
₹86.13
17.27%
17.90%
Very High Risk
₹6,911.83Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
₹956.48
26.85%
25.47%
Very High Risk
₹12,743.59Cr
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
--
₹16.83
--
--
Very High Risk
₹2,739.18Cr
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
₹86.13
35.74%
35.79%
Very High Risk
₹6,911.83Cr
1M 3M 6M 1Y 3Y 5Y
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
Very High Risk
  • NAV ₹956.48
  • Fund Size ₹12,743.59Cr
Fund Return 7.25%
Category Return 4.31%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.83
  • Fund Size ₹2,739.18Cr
Fund Return 3.82%
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹86.13
  • Fund Size ₹6,911.83Cr
Fund Return 6.83%
Category Return 5.53%
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
Very High Risk
  • NAV ₹956.48
  • Fund Size ₹12,743.59Cr
Fund Return -1.77%
Category Return -7.23%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.83
  • Fund Size ₹2,739.18Cr
Fund Return -8.53%
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹86.13
  • Fund Size ₹6,911.83Cr
Fund Return -10.40%
Category Return -14.37%
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
Very High Risk
  • NAV ₹956.48
  • Fund Size ₹12,743.59Cr
Fund Return -11.16%
Category Return -13.08%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.83
  • Fund Size ₹2,739.18Cr
Fund Return -19.16%
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹86.13
  • Fund Size ₹6,911.83Cr
Fund Return -16.39%
Category Return -16.91%
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
Very High Risk
  • NAV ₹956.48
  • Fund Size ₹12,743.59Cr
Fund Return 9.18%
Category Return 6.97%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.83
  • Fund Size ₹2,739.18Cr
Fund Return 5.58%
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹86.13
  • Fund Size ₹6,911.83Cr
Fund Return 4.44%
Category Return 7.68%
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
Very High Risk
  • NAV ₹956.48
  • Fund Size ₹12,743.59Cr
Fund Return 14.77%
Category Return 15.17%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.83
  • Fund Size ₹2,739.18Cr
Fund Return --
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹86.13
  • Fund Size ₹6,911.83Cr
Fund Return 17.27%
Category Return 17.90%
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
Very High Risk
  • NAV ₹956.48
  • Fund Size ₹12,743.59Cr
Fund Return 26.85%
Category Return 25.47%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.83
  • Fund Size ₹2,739.18Cr
Fund Return --
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹86.13
  • Fund Size ₹6,911.83Cr
Fund Return 35.74%
Category Return 35.79%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Feb 2025
EQUITY (98.69%)
DEBT (0.00%)
CASH (1.31%)
Allocation by Market Cap

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
HDFC Defence Fund Direct Growth HDFC Defence Fund Direct Growth
--
₹20.16
22.21%
--
Very High Risk
₹3,880.46 Cr
Invesco India PSU Equity Fund Direct Plan Growth Invesco India PSU Equity Fund Direct Plan Growth
₹67.98
16.66%
--
Very High Risk
₹1,046.74 Cr
Aditya Birla Sun Life PSU Equity Fund Direct Growth Aditya Birla Sun Life PSU Equity Fund Direct Growth
--
₹33.65
13.49%
--
Very High Risk
₹4,650.81 Cr
SBI PSU Direct Growth SBI PSU Direct Growth
--
₹32.82
12.89%
--
Very High Risk
₹4,149.45 Cr
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
--
₹10.07
12.80%
--
Very High Risk
₹636.20 Cr
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
₹42.68
12.08%
--
Very High Risk
₹854.89 Cr
HDFC Defence Fund Direct Growth HDFC Defence Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹20.16
  • Fund Size ₹3,880.46 Cr
Fund Return 22.21%
Category Return --
Invesco India PSU Equity Fund Direct Plan Growth Invesco India PSU Equity Fund Direct Plan Growth
VERY HIGH RISK
  • NAV ₹67.98
  • Fund Size ₹1,046.74 Cr
Fund Return 16.66%
Category Return --
Aditya Birla Sun Life PSU Equity Fund Direct Growth Aditya Birla Sun Life PSU Equity Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹33.65
  • Fund Size ₹4,650.81 Cr
Fund Return 13.49%
Category Return --
SBI PSU Direct Growth SBI PSU Direct Growth
VERY HIGH RISK --
  • NAV ₹32.82
  • Fund Size ₹4,149.45 Cr
Fund Return 12.89%
Category Return --
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹10.07
  • Fund Size ₹636.20 Cr
Fund Return 12.80%
Category Return --
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
VERY HIGH RISK
  • NAV ₹42.68
  • Fund Size ₹854.89 Cr
Fund Return 12.08%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Manufacture in India Fund Direct Growth Kotak Manufacture in India Fund Direct Growth
--
₹17.83
10.81%
--
Very High Risk
₹2,039.96 Cr
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
₹67.85
10.46%
8.11%
Very High Risk
₹1,891.24 Cr
Kotak Nifty Next 50 Index Fund Direct Growth Kotak Nifty Next 50 Index Fund Direct Growth
--
₹18.30
10.37%
--
Very High Risk
₹436.51 Cr
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹14.80
8.99%
6.13%
Very High Risk
₹1,007.47 Cr
Kotak Nifty Financial Services Ex-Bank Index Fund Direct Growth Kotak Nifty Financial Services Ex-Bank Index Fund Direct Growth
--
₹13.76
8.92%
--
Very High Risk
₹37.68 Cr
Kotak Nifty Smallcap 50 Index Fund Direct Growth Kotak Nifty Smallcap 50 Index Fund Direct Growth
--
₹18.04
8.83%
--
Very High Risk
₹99.96 Cr
Kotak Manufacture in India Fund Direct Growth Kotak Manufacture in India Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹17.83
  • Fund Size ₹2,039.96 Cr
Fund Return 10.81%
Category Return --
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
VERY HIGH RISK
  • NAV ₹67.85
  • Fund Size ₹1,891.24 Cr
Fund Return 10.46%
Category Return 8.11%
Kotak Nifty Next 50 Index Fund Direct Growth Kotak Nifty Next 50 Index Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹18.30
  • Fund Size ₹436.51 Cr
Fund Return 10.37%
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹14.80
  • Fund Size ₹1,007.47 Cr
Fund Return 8.99%
Category Return 6.13%
Kotak Nifty Financial Services Ex-Bank Index Fund Direct Growth Kotak Nifty Financial Services Ex-Bank Index Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹13.76
  • Fund Size ₹37.68 Cr
Fund Return 8.92%
Category Return --
Kotak Nifty Smallcap 50 Index Fund Direct Growth Kotak Nifty Smallcap 50 Index Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹18.04
  • Fund Size ₹99.96 Cr
Fund Return 8.83%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth ₹ 4,71,500.26 crores. It’s current offering of mutual fund schemes includes 44 equity, 54 debt and 7 hybrid schemes.
Phone
+91 22 61152100
Email
fundaccops@kotakmutual.com
AUM
₹ 4,71,500.26 Cr (
As on Feb 2025
)
Address
2nd Floor, 12-BKC, Plot No C-12 ,Mumbai ,400 051

FAQ’S

What is the category of Kotak Business Cycle Fund Direct Growth ?
The category of Kotak Business Cycle Fund Direct Growth is Equity - Equity - Other
What is the current NAV of Kotak Business Cycle Fund Direct Growth ?
The current NAV of Kotak Business Cycle Fund Direct Growth (as on Mar 28, 2025) is ₹ 14.96
How safe is Kotak Business Cycle Fund Direct Growth?
The risk level of Kotak Business Cycle Fund Direct Growth is Very High .
What are short term returns given by Kotak Business Cycle Fund Direct Growth?
The return given by Kotak Business Cycle Fund Direct Growth in 1 month is 6.62%, 3 months is -8.54%, 6 months is -12.85%, and 1 year is 13.47%.
What are the long term returns given by Kotak Business Cycle Fund Direct Growth?
The return given by Kotak Business Cycle Fund Direct Growth in 3 years is -- and 5 years is --.
What is the expense ratio of Kotak Business Cycle Fund Direct Growth?
The expense ratio of Kotak Business Cycle Fund Direct Growth is 0.25 %
What is the AUM of Kotak Business Cycle Fund Direct Growth
The assets under Management (AUM) of Kotak Business Cycle Fund Direct Growth is Rs 2,325.58 crores.
What is the minimum investment in Kotak Business Cycle Fund Direct Growth?
The minimum Lumpsum investment in Kotak Business Cycle Fund Direct Growth is ₹100 and the minimum SIP investment in Kotak Business Cycle Fund Direct Growth is ₹100
What is the asset allocation of Kotak Business Cycle Fund Direct Growth?
The Kotak Business Cycle Fund Direct Growth has an exposure of 98.69% in Equity, and 1.31% in Cash & Money Market Securities

CALCULATORS

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