Kotak Business Cycle Fund-Regular Plan-IDCW Option
Expense Ratio: 1.92
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 07-09-2022
Exit Load: Nil
Fund Size:₹3,098.49 Cr
Performance
1Y
Fund-1.48%
Cat. Avg.N/A
2Y
Fund2.68%
Cat. Avg.N/A
3Y
Fund13.18%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund13.07%
Cat. Avg.N/A
Fund Facts
Beta
0.92
Std Dev
12.94%
PE Ratio
33.68
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI BANK LTD. | 191.14 | 6.97% |
| 2 | AXIS BANK LTD. | 118.57 | 4.33% |
| 3 | ASTER DM HEALTHCARE LTD | 116.55 | 4.25% |
| 4 | ADITYA INFOTECH LIMITED | 99.21 | 3.62% |
| 5 | BHARTI HEXACOM LTD. | 95.32 | 3.48% |
| 6 | HDFC BANK LTD. | 81.20 | 2.96% |
| 7 | SHRIRAM FINANCE LIMITED | 75.06 | 2.74% |
| 8 | Maruti Suzuki India Limited | 73.46 | 2.68% |
| 9 | ETERNAL LIMITED | 72.52 | 2.65% |
| 10 | KRISHNA INSTITUTE OF MEDICAL | 67.02 | 2.45% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60778 | +1.3% | +2.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.23 L. | +2.8% | +2.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.00 L. | +11.4% | +7.4% |
| SI | 07 Oct, 22 | 2.30 L. | 2.79 L. | +21.2% | +10.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 98467 | -1.5% | N/A |
| 2Y | 15 Jul, 24 | 1 L. | 1.05 L. | +5.2% | +2.6% |
| 3Y | 13 Jul, 23 | 1 L. | 1.45 L. | +45.0% | +13.2% |
| SI | 06 Oct, 22 | 1 L. | 1.59 L. | +58.9% | +13.1% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.