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-5.78%
Cat. Avg.N/A
2Y
Fund-1.41%
Cat. Avg.N/A
3Y
Fund10.95%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund11.69%
Cat. Avg.N/A
Fund Facts
No available Data
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. | 272.98 | 8.27% |
| 2 | ADITYA INFOTECH LIMITED | 185.68 | 5.62% |
| 3 | AXIS BANK LTD. | 137.39 | 4.16% |
| 4 | ASTER DM HEALTHCARE LTD | 130.97 | 3.97% |
| 5 | KRISHNA INSTITUTE OF MEDICAL | 120.43 | 3.65% |
| 6 | ETERNAL LIMITED | 114.23 | 3.46% |
| 7 | HDFC BANK LTD. | 100.54 | 3.04% |
| 8 | VIJAYA DIAGNOSTIC CENTRE PVT | 99.79 | 3.02% |
| 9 | BHARTI HEXACOM LTD. | 93.70 | 2.84% |
| 10 | SHRIRAM FINANCE LIMITED | 89.69 | 2.72% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59966 | -0.1% | -0.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.21 L. | +0.7% | +0.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.91 L. | +6.1% | +4.0% |
| SI | 07 Oct, 22 | 2.45 L. | 2.89 L. | +17.8% | +8.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94224 | -5.8% | -5.8% |
| 2Y | 16 Oct, 24 | 1 L. | 97197 | -2.8% | -1.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.37 L. | +36.6% | +10.9% |
| SI | 06 Oct, 22 | 1 L. | 1.56 L. | +56.1% | +11.7% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.