kotak business cycle fund direct growth
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 Jul 31, 2025
i
Price per unit of the scheme.
16.88800.05%1 Day Change
-0.60%
Minimum Investment₹100
Expense Ratio0.25%

FUND RATING

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

RISK-O-METER

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

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Kotak Business Cycle Fund Direct Growth
VS
Equity: Equity - Other Average NAV
    Topper in Equity: Equity - Other
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

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

    bt_logoFUND MANAGER

    Pankaj Tibrewal
    Pankaj Tibrewal
    i
    Lead Fund Manager.
    Oct 6, 2022 - Present
    • Schemes managed4
    • Total AUM85,780.52 Cr
    • Highest Return In 1 Yr5.95 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 308.94
    -1.26%
    -1.49%
    Very High Risk
    18,031.02Cr
    ₹ 73.24
    -0.69%
    -1.46%
    Very High Risk
    7,808.18Cr
    --
    ₹ 16.89
    -0.60%
    -%
    Very High Risk
    2,839.36Cr
    Kotak Small Cap Direct Growth
    Very High Risk
    • NAV₹ 308.94
    • Fund Size18,031.02Cr
    Fund Return-1.26%
    Category Return-1.49%
    Kotak Equity Hybrid Direct Growth
    Very High Risk
    • NAV₹ 73.24
    • Fund Size7,808.18Cr
    Fund Return-0.69%
    Category Return-1.46%
    Kotak Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.89
    • Fund Size2,839.36Cr
    Fund Return-0.60%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Arjun Khanna
    Arjun Khanna
    i
    Lead Fund Manager.
    Oct 6, 2022 - Present
    • Schemes managed21
    • Total AUM2,42,298.31 Cr
    • Highest Return In 1 Yr28.89 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 308.94
    -1.26%
    -1.49%
    Very High Risk
    18,031.02Cr
    ₹ 73.24
    -0.69%
    -1.46%
    Very High Risk
    7,808.18Cr
    --
    ₹ 15.89
    -3.16%
    -3.14%
    Very High Risk
    1,269.14Cr
    Kotak Small Cap Direct Growth
    Very High Risk
    • NAV₹ 308.94
    • Fund Size18,031.02Cr
    Fund Return-1.26%
    Category Return-1.49%
    Kotak Equity Hybrid Direct Growth
    Very High Risk
    • NAV₹ 73.24
    • Fund Size7,808.18Cr
    Fund Return-0.69%
    Category Return-1.46%
    Kotak Banking & Financial Services Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.89
    • Fund Size1,269.14Cr
    Fund Return-3.16%
    Category Return-3.14%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Abhishek Bisen
    Abhishek Bisen
    i
    Lead Fund Manager.
    Oct 6, 2022 - Present
    • Schemes managed33
    • Total AUM1,25,422.70 Cr
    • Highest Return In 1 Yr40.00 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 12.45
    0.58%
    -%
    Moderate Risk
    3,835.26Cr
    --
    ₹ 15.89
    -3.16%
    -3.14%
    Very High Risk
    1,269.14Cr
    Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.44
    • Fund Size7,671.25Cr
    Fund Return0.59%
    Category Return--
    Kotak All Weather Debt Fund of Funds Direct Growth
    Moderate Risk--
    • NAV₹ 12.45
    • Fund Size3,835.26Cr
    Fund Return0.58%
    Category Return--
    Kotak Banking & Financial Services Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.89
    • Fund Size1,269.14Cr
    Fund Return-3.16%
    Category Return-3.14%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Harish Bihani
    Harish Bihani
    i
    Lead Fund Manager.
    Oct 20, 2023 - Present
    • Schemes managed6
    • Total AUM50,262.37 Cr
    • Highest Return In 1 Yr8.79 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 1,028.12
    -1.44%
    -2.18%
    Very High Risk
    14,660.64Cr
    --
    ₹ 19.21
    -0.47%
    -%
    Very High Risk
    3,208.02Cr
    ₹ 98.57
    -0.82%
    -1.49%
    Very High Risk
    8,565.60Cr
    ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
    Very High Risk
    • NAV₹ 1,028.12
    • Fund Size14,660.64Cr
    Fund Return-1.44%
    Category Return-2.18%
    ICICI Prudential Tranporstation and Logistics Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.21
    • Fund Size3,208.02Cr
    Fund Return-0.47%
    Category Return--
    ICICI Prudential Smallcap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 98.57
    • Fund Size8,565.60Cr
    Fund Return-0.82%
    Category Return-1.49%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (99.62%)
    DEBT (-%)
    CASH (0.38%)
    Allocation by Market Cap
    Large Cap(45.39%)
    Mid Cap(26.17%)
    Small Cap(26.67%)
    Industry Holdings
    • Banks Regional12.86%
    • Information Technology Services7.81%
    • Medical Care6.23%
    • Real Estate General5.63%
    • Auto Manufacturers4.55%
    • Telecom Services4.36%
    Stock Holdings
    • ICICI Bank Ltd4.74%
    • Bharti Hexacom Ltd4.35%
    • Axis Bank Ltd3.70%
    • Aster DM Healthcare Ltd Ordinary Shares3.65%
    • Vishal Mega Mart Ltd3.22%
    • Eternal Ltd2.95%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
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      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      --
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      --
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Kotak Mahindra Asset Management Co Ltd
    Kotak Mahindra Asset Management Co Ltd manages assets worth ₹ 5,52,093.72 crores. It’s current offering of mutual fund schemes includes 48 equity, 55 debt and 7 hybrid schemes.
    phone icon
    Phone
    +91 22 61152100
    mail icon
    Email
    fundaccops@kotakmutual.com
    aum
    AUM
    5,52,093.72 Cr (
    As on Jun 30, 2025
    )
    location
    Address
    2nd Floor, 12-BKC, Plot No C-12 Mumbai,400 051

    bt_logoFAQ'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 Jul 31, 2025 is ₹16.89
    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 -0.60%, 3 months is 8.55%, 6 months is 8.72%, and 1 year is 5.95%
    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 2,839.36 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 ₹100.00 and the minimum SIP investment in Kotak Business Cycle Fund Direct Growth is ₹100.00
    What is the asset allocation of Kotak Business Cycle Fund Direct Growth?
    Kotak Business Cycle Fund Direct Growth has an exposure of 99.62% in Equity and 0.38% in Cash & Money Market Securities