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Kotak Business Cycle Fund Regular Growth
Kotak Business Cycle Fund Regular Growth

Kotak Business Cycle Fund Regular Growth

  • Very High Risk
  • Equity
  • Equity - Other
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NAV as on Feb 25, 2025
i
Price per unit of the scheme.
₹ 13.9090 0.18% 1 Day Change
-5.14%
Minimum Investment ₹100
Expense Ratio 1.91%

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
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
-- 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 Regular 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 Regular Growth
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    0
  • Return
    0
  • Current Value
    ₹0

FUND MANAGER

Pankaj Tibrewal
i
Lead Fund Manager.
Oct 6, 2022- Present
  • Schemes managed 4
  • Total AUM ₹ 74,868.85 Cr
  • Highest Return In 1 Yr 11.12 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
-8.88%
-9.00%
Very High Risk
₹16,450.27Cr
₹64.64
-4.92%
-3.28%
Very High Risk
₹6,753.16Cr
--
₹14.45
-5.03%
--
Very High Risk
₹2,573.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
-16.38%
-15.52%
Very High Risk
₹16,450.27Cr
₹64.64
-8.84%
-7.36%
Very High Risk
₹6,753.16Cr
--
₹14.45
-9.81%
--
Very High Risk
₹2,573.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
-17.96%
-17.77%
Very High Risk
₹16,450.27Cr
₹64.64
-8.87%
-8.68%
Very High Risk
₹6,753.16Cr
--
₹14.45
-9.58%
--
Very High Risk
₹2,573.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
3.07%
0.01%
Very High Risk
₹16,450.27Cr
₹64.64
8.47%
4.76%
Very High Risk
₹6,753.16Cr
₹14.45
11.12%
--
Very High Risk
₹2,573.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
14.81%
17.86%
Very High Risk
₹16,450.27Cr
₹64.64
14.35%
12.87%
Very High Risk
₹6,753.16Cr
--
₹14.45
--
--
Very High Risk
₹2,573.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
25.15%
24.61%
Very High Risk
₹16,450.27Cr
₹64.64
17.19%
14.97%
Very High Risk
₹6,753.16Cr
--
₹14.45
--
--
Very High Risk
₹2,573.87Cr
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return -8.88%
Category Return -9.00%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return -4.92%
Category Return -3.28%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.45
  • Fund Size ₹2,573.87Cr
Fund Return -5.03%
Category Return --
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return -16.38%
Category Return -15.52%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return -8.84%
Category Return -7.36%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.45
  • Fund Size ₹2,573.87Cr
Fund Return -9.81%
Category Return --
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return -17.96%
Category Return -17.77%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return -8.87%
Category Return -8.68%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.45
  • Fund Size ₹2,573.87Cr
Fund Return -9.58%
Category Return --
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return 3.07%
Category Return 0.01%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return 8.47%
Category Return 4.76%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.45
  • Fund Size ₹2,573.87Cr
Fund Return 11.12%
Category Return --
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return 14.81%
Category Return 17.86%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return 14.35%
Category Return 12.87%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.45
  • Fund Size ₹2,573.87Cr
Fund Return --
Category Return --
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return 25.15%
Category Return 24.61%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return 17.19%
Category Return 14.97%
Kotak Business Cycle Fund Direct Growth Kotak Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹14.45
  • Fund Size ₹2,573.87Cr
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 ₹ 2,15,134.41 Cr
  • Highest Return In 1 Yr 25.41 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
-8.88%
-9.00%
Very High Risk
₹16,450.27Cr
₹64.64
-4.92%
-3.28%
Very High Risk
₹6,753.16Cr
--
₹13.65
0.10%
0.70%
Very High Risk
₹1,027.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
-16.38%
-15.52%
Very High Risk
₹16,450.27Cr
₹64.64
-8.84%
-7.36%
Very High Risk
₹6,753.16Cr
--
₹13.65
-8.12%
-7.59%
Very High Risk
₹1,027.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
-17.96%
-17.77%
Very High Risk
₹16,450.27Cr
₹64.64
-8.87%
-8.68%
Very High Risk
₹6,753.16Cr
--
₹13.65
-5.52%
-6.61%
Very High Risk
₹1,027.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
3.07%
0.01%
Very High Risk
₹16,450.27Cr
₹64.64
8.47%
4.76%
Very High Risk
₹6,753.16Cr
₹13.65
6.32%
1.99%
Very High Risk
₹1,027.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
14.81%
17.86%
Very High Risk
₹16,450.27Cr
₹64.64
14.35%
12.87%
Very High Risk
₹6,753.16Cr
--
₹13.65
--
13.85%
Very High Risk
₹1,027.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹264.23
25.15%
24.61%
Very High Risk
₹16,450.27Cr
₹64.64
17.19%
14.97%
Very High Risk
₹6,753.16Cr
--
₹13.65
--
12.04%
Very High Risk
₹1,027.25Cr
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return -8.88%
Category Return -9.00%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return -4.92%
Category Return -3.28%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return -0.10%
Category Return 0.70%
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return -16.38%
Category Return -15.52%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return -8.84%
Category Return -7.36%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return -8.12%
Category Return -7.59%
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return -17.96%
Category Return -17.77%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return -8.87%
Category Return -8.68%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return -5.52%
Category Return -6.61%
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return 3.07%
Category Return 0.01%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return 8.47%
Category Return 4.76%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return 6.32%
Category Return 1.99%
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return 14.81%
Category Return 17.86%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return 14.35%
Category Return 12.87%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return --
Category Return 13.85%
Kotak Small Cap Direct Growth Kotak Small Cap Direct Growth
Very High Risk
  • NAV ₹264.23
  • Fund Size ₹16,450.27Cr
Fund Return 25.15%
Category Return 24.61%
Kotak Equity Hybrid Direct Growth Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV ₹64.64
  • Fund Size ₹6,753.16Cr
Fund Return 17.19%
Category Return 14.97%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return --
Category Return 12.04%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Abhishek Bisen
Oct 6, 2022- Present
  • Schemes managed 33
  • Total AUM ₹ 1,13,988.01 Cr
  • Highest Return In 1 Yr 38.96 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹11.95
0.69%
--
Moderate Risk
₹7,756.00Cr
--
₹11.97
0.59%
--
Moderate Risk
₹208.14Cr
--
₹13.65
0.10%
0.70%
Very High Risk
₹1,027.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹11.95
1.91%
--
Moderate Risk
₹7,756.00Cr
--
₹11.97
1.84%
--
Moderate Risk
₹208.14Cr
--
₹13.65
-8.12%
-7.59%
Very High Risk
₹1,027.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹11.95
3.75%
--
Moderate Risk
₹7,756.00Cr
--
₹11.97
3.70%
--
Moderate Risk
₹208.14Cr
--
₹13.65
-5.52%
-6.61%
Very High Risk
₹1,027.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹11.97
9.24%
--
Moderate Risk
₹208.14Cr
₹13.65
6.32%
1.99%
Very High Risk
₹1,027.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹11.95
6.15%
--
Moderate Risk
₹7,756.00Cr
--
₹11.97
--
--
Moderate Risk
₹208.14Cr
--
₹13.65
--
13.85%
Very High Risk
₹1,027.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹11.97
--
--
Moderate Risk
₹208.14Cr
--
₹13.65
--
12.04%
Very High Risk
₹1,027.25Cr
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 ₹11.95
  • Fund Size ₹7,756.00Cr
Fund Return 0.69%
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
Moderate Risk --
  • NAV ₹11.97
  • Fund Size ₹208.14Cr
Fund Return 0.59%
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return -0.10%
Category Return 0.70%
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 ₹11.95
  • Fund Size ₹7,756.00Cr
Fund Return 1.91%
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
Moderate Risk --
  • NAV ₹11.97
  • Fund Size ₹208.14Cr
Fund Return 1.84%
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return -8.12%
Category Return -7.59%
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 ₹11.95
  • Fund Size ₹7,756.00Cr
Fund Return 3.75%
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
Moderate Risk --
  • NAV ₹11.97
  • Fund Size ₹208.14Cr
Fund Return 3.70%
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return -5.52%
Category Return -6.61%
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 ₹11.95
  • Fund Size ₹7,756.00Cr
Fund Return 8.31%
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
Moderate Risk --
  • NAV ₹11.97
  • Fund Size ₹208.14Cr
Fund Return 9.24%
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return 6.32%
Category Return 1.99%
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 ₹11.95
  • Fund Size ₹7,756.00Cr
Fund Return 6.15%
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
Moderate Risk --
  • NAV ₹11.97
  • Fund Size ₹208.14Cr
Fund Return --
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return --
Category Return 13.85%
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 ₹11.95
  • Fund Size ₹7,756.00Cr
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 ₹11.97
  • Fund Size ₹208.14Cr
Fund Return --
Category Return --
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.65
  • Fund Size ₹1,027.25Cr
Fund Return --
Category Return 12.04%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Harish Bihani
Oct 20, 2023- Present
  • Schemes managed 6
  • Total AUM ₹ 46,149.49 Cr
  • Highest Return In 1 Yr 11.12 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹911.60
-2.22%
-4.66%
Very High Risk
₹13,548.75Cr
--
₹16.92
-2.93%
--
Very High Risk
₹3,040.04Cr
₹83.66
-8.03%
-9.00%
Very High Risk
₹7,870.56Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹911.60
-7.33%
-10.52%
Very High Risk
₹13,548.75Cr
--
₹16.92
-8.64%
--
Very High Risk
₹3,040.04Cr
₹83.66
-13.25%
-15.52%
Very High Risk
₹7,870.56Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹911.60
-9.74%
-12.35%
Very High Risk
₹13,548.75Cr
--
₹16.92
-15.02%
--
Very High Risk
₹3,040.04Cr
₹83.66
-16.14%
-17.77%
Very High Risk
₹7,870.56Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹911.60
4.74%
2.38%
Very High Risk
₹13,548.75Cr
₹16.92
8.05%
--
Very High Risk
₹3,040.04Cr
₹83.66
-2.51%
0.01%
Very High Risk
₹7,870.56Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹911.60
14.06%
14.70%
Very High Risk
₹13,548.75Cr
--
₹16.92
--
--
Very High Risk
₹3,040.04Cr
₹83.66
18.01%
17.86%
Very High Risk
₹7,870.56Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹911.60
17.41%
16.84%
Very High Risk
₹13,548.75Cr
--
₹16.92
--
--
Very High Risk
₹3,040.04Cr
₹83.66
24.04%
24.61%
Very High Risk
₹7,870.56Cr
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 ₹911.60
  • Fund Size ₹13,548.75Cr
Fund Return -2.22%
Category Return -4.66%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.92
  • Fund Size ₹3,040.04Cr
Fund Return -2.93%
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹83.66
  • Fund Size ₹7,870.56Cr
Fund Return -8.03%
Category Return -9.00%
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 ₹911.60
  • Fund Size ₹13,548.75Cr
Fund Return -7.33%
Category Return -10.52%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.92
  • Fund Size ₹3,040.04Cr
Fund Return -8.64%
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹83.66
  • Fund Size ₹7,870.56Cr
Fund Return -13.25%
Category Return -15.52%
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 ₹911.60
  • Fund Size ₹13,548.75Cr
Fund Return -9.74%
Category Return -12.35%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.92
  • Fund Size ₹3,040.04Cr
Fund Return -15.02%
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹83.66
  • Fund Size ₹7,870.56Cr
Fund Return -16.14%
Category Return -17.77%
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 ₹911.60
  • Fund Size ₹13,548.75Cr
Fund Return 4.74%
Category Return 2.38%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.92
  • Fund Size ₹3,040.04Cr
Fund Return 8.05%
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹83.66
  • Fund Size ₹7,870.56Cr
Fund Return -2.51%
Category Return 0.01%
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 ₹911.60
  • Fund Size ₹13,548.75Cr
Fund Return 14.06%
Category Return 14.70%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.92
  • Fund Size ₹3,040.04Cr
Fund Return --
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹83.66
  • Fund Size ₹7,870.56Cr
Fund Return 18.01%
Category Return 17.86%
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 ₹911.60
  • Fund Size ₹13,548.75Cr
Fund Return 17.41%
Category Return 16.84%
ICICI Prudential Tranporstation and Logistics Fund Direct Growth ICICI Prudential Tranporstation and Logistics Fund Direct Growth
Very High Risk --
  • NAV ₹16.92
  • Fund Size ₹3,040.04Cr
Fund Return --
Category Return --
ICICI Prudential Smallcap Fund Direct Plan Growth ICICI Prudential Smallcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹83.66
  • Fund Size ₹7,870.56Cr
Fund Return 24.04%
Category Return 24.61%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Jan 2025
EQUITY (98.66%)
DEBT (0.00%)
CASH (1.34%)
Allocation by Market Cap

PEER ANALYSIS

  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹32.02
-1.33%
--
Very High Risk
₹24,746.94 Cr
--
₹21.18
-1.72%
--
Very High Risk
₹11,737.25 Cr
₹146.16
-2.42%
--
Very High Risk
₹1,385.43 Cr
₹229.79
-2.88%
--
Very High Risk
₹3,333.95 Cr
--
₹13.95
-2.95%
--
Very High Risk
₹65.56 Cr
--
₹16.40
-3.02%
--
Very High Risk
₹3,040.04 Cr
ICICI Prudential India Opportunities Fund Regular Growth ICICI Prudential India Opportunities Fund Regular Growth
VERY HIGH RISK --
  • NAV ₹32.02
  • Fund Size ₹24,746.94 Cr
Fund Return -1.33%
Category Return --
ICICI Prudential Business Cycle Fund Regular Growth ICICI Prudential Business Cycle Fund Regular Growth
VERY HIGH RISK --
  • NAV ₹21.18
  • Fund Size ₹11,737.25 Cr
Fund Return -1.72%
Category Return --
ICICI Prudential Exports and Services Fund Growth ICICI Prudential Exports and Services Fund Growth
VERY HIGH RISK
  • NAV ₹146.16
  • Fund Size ₹1,385.43 Cr
Fund Return -2.42%
Category Return --
UTI Transportation & Logistics Fund Regular Plan Growth UTI Transportation & Logistics Fund Regular Plan Growth
VERY HIGH RISK
  • NAV ₹229.79
  • Fund Size ₹3,333.95 Cr
Fund Return -2.88%
Category Return --
Tata Quant Fund Regular Growth Tata Quant Fund Regular Growth
VERY HIGH RISK --
  • NAV ₹13.95
  • Fund Size ₹65.56 Cr
Fund Return -2.95%
Category Return --
ICICI Prudential Tranporstation and Logistics Fund Regular Growth ICICI Prudential Tranporstation and Logistics Fund Regular Growth
VERY HIGH RISK --
  • NAV ₹16.40
  • Fund Size ₹3,040.04 Cr
Fund Return -3.02%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹35.59
7.56%
6.36%
Moderately High risk
₹2,520.47 Cr
--
₹13.04
4.78%
6.36%
Very High Risk
₹65.43 Cr
--
₹25.17
2.62%
--
Very High Risk
₹88.97 Cr
--
₹10.48
0.89%
--
Moderate Risk
₹9.36 Cr
--
₹11.71
0.72%
--
Low to Moderate Risk
₹110.75 Cr
Kotak Gold Fund Growth - Direct Kotak Gold Fund Growth - Direct
MODERATELY HIGH RISK --
  • NAV ₹35.59
  • Fund Size ₹2,520.47 Cr
Fund Return 7.56%
Category Return 6.36%
Kotak Silver ETF Fund of Fund Direct Growth Kotak Silver ETF Fund of Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹13.04
  • Fund Size ₹65.43 Cr
Fund Return 4.78%
Category Return 6.36%
Kotak Global Emerging Market Fund - Growth - Direct Kotak Global Emerging Market Fund - Growth - Direct
VERY HIGH RISK --
  • NAV ₹25.17
  • Fund Size ₹88.97 Cr
Fund Return 2.62%
Category Return --
Kotak Nifty SDL Jul 2028 Index Fund Direct Growth Kotak Nifty SDL Jul 2028 Index Fund Direct Growth
MODERATE RISK --
  • NAV ₹10.48
  • Fund Size ₹9.36 Cr
Fund Return 0.89%
Category Return --
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Direct Growth Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Direct Growth
MODERATE RISK --
  • NAV ₹11.99
  • Fund Size ₹594.84 Cr
Fund Return 0.72%
Category Return --
Kotak Nifty SDL Jul 2026 Index Fund Direct Growth Kotak Nifty SDL Jul 2026 Index Fund Direct Growth
LOW TO MODERATE RISK --
  • NAV ₹11.71
  • Fund Size ₹110.75 Cr
Fund Return 0.72%
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 ₹ 4,88,581.68 crores. It’s current offering of mutual fund schemes includes 42 equity, 54 debt and 7 hybrid schemes.
Phone
+91 22 61152100
Email
fundaccops@kotakmutual.com
AUM
₹ 4,88,581.68 Cr (
As on Jan 2025
)
Address
2nd Floor, 12-BKC, Plot No C-12 ,Mumbai ,400 051

FAQ’S

What is the category of Kotak Business Cycle Fund Regular Growth ?
The category of Kotak Business Cycle Fund Regular Growth is Equity - Equity - Other
What is the current NAV of Kotak Business Cycle Fund Regular Growth ?
The current NAV of Kotak Business Cycle Fund Regular Growth (as on Feb 25, 2025) is ₹ 13.91
How safe is Kotak Business Cycle Fund Regular Growth?
The risk level of Kotak Business Cycle Fund Regular Growth is Very High .
What are short term returns given by Kotak Business Cycle Fund Regular Growth?
The return given by Kotak Business Cycle Fund Regular Growth in 1 month is -5.14%, 3 months is -10.13%, 6 months is -10.24%, and 1 year is 9.47%.
What are the long term returns given by Kotak Business Cycle Fund Regular Growth?
The return given by Kotak Business Cycle Fund Regular Growth in 3 years is -- and 5 years is --.
What is the expense ratio of Kotak Business Cycle Fund Regular Growth?
The expense ratio of Kotak Business Cycle Fund Regular Growth is 1.91 %
What is the AUM of Kotak Business Cycle Fund Regular Growth
The assets under Management (AUM) of Kotak Business Cycle Fund Regular Growth is Rs 2,573.87 crores.
What is the minimum investment in Kotak Business Cycle Fund Regular Growth?
The minimum Lumpsum investment in Kotak Business Cycle Fund Regular Growth is ₹100 and the minimum SIP investment in Kotak Business Cycle Fund Regular Growth is ₹100
What is the asset allocation of Kotak Business Cycle Fund Regular Growth?
The Kotak Business Cycle Fund Regular Growth has an exposure of 98.66% in Equity, and 1.34% in Cash & Money Market Securities
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