How to check the XIRR of Kotak Business Cycle Fund-Regular Plan--Growth?

You can track the exact XIRR and portfolio overlapping of Kotak Business Cycle Fund-Regular Plan--Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Kotak Business Cycle Fund-Regular Plan--Growth?

Use the MutualSaathi Portfolio Analyzer to compare Kotak Business Cycle Fund-Regular Plan--Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Kotak Business Cycle Fund-Regular Plan--Growth

Kotak Mahindra Mutual Fund

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

Fund5.33%

Cat. Avg.N/A

Fund6.20%

Cat. Avg.N/A

Fund15.44%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund15.10%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	ICICI BANK LTD.	Equity	Listed	Large Cap	Banks	191.14	6.97%
2	AXIS BANK LTD.	Equity	Listed	Large Cap	Banks	118.57	4.33%
3	ASTER DM HEALTHCARE LTD	Equity	Listed	Small Cap	Healthcare Services	116.55	4.25%
4	ADITYA INFOTECH LIMITED	Equity	Listed	Small Cap	Industrial Manufacturing	99.21	3.62%
5	BHARTI HEXACOM LTD.	Equity	Listed	Mid Cap	Telecom - Services	95.32	3.48%
6	HDFC BANK LTD.	Equity	Listed	Large Cap	Banks	81.20	2.96%
7	SHRIRAM FINANCE LIMITED	Equity	Listed	Large Cap	Finance	75.06	2.74%
8	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles	73.46	2.68%
9	ETERNAL LIMITED	Equity	Listed	Large Cap	Retailing	72.52	2.65%
10	KRISHNA INSTITUTE OF MEDICAL	Equity	Listed	Small Cap	Healthcare Services	67.02	2.45%

Similar Funds

SBI Equity Hybrid Fund - Regular Plan -Growth

SBI Mutual Fund

Expense Ratio: 1.38

NAV / Fund Size

₹317.05₹83,065.48 Cr

Incep: 01-01-2005

Aggressive Hybrid FundVery High RiskHybrid

4.65%

7.13%

12.53%

11.22%

11.94%

Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

NAV / Fund Size₹317.05₹83,065.48 Cr

Aggressive Hybrid FundVery High RiskHybrid

4.65%

7.13%

12.53%

11.22%

11.94%

Tata Small Cap Fund-Regular Plan-Growth

TATA Mutual Fund

Expense Ratio: 1.68

NAV / Fund Size

₹38.56₹11,355.70 Cr

Incep: 19-10-2018

Small Cap FundVery High RiskEquity

-8.12%

-0.68%

11.85%

14.40%

19.17%

Fund Details

Tata Small Cap Fund-Regular Plan-Growth

NAV / Fund Size₹38.56₹11,355.70 Cr

Small Cap FundVery High RiskEquity

-8.12%

-0.68%

11.85%

14.40%

19.17%

Kotak NIFTY 50 ETF

Kotak Mahindra Mutual Fund

Expense Ratio: 0.03

NAV / Fund Size

₹268.70₹3,213.35 Cr

Incep: 11-01-2010

Other ETFsVery High RiskOther

-1.84%

0.55%

7.89%

10.36%

-3.42%

Fund Details

Kotak NIFTY 50 ETF

NAV / Fund Size₹268.70₹3,213.35 Cr

Other ETFsVery High RiskOther

-1.84%

0.55%

7.89%

10.36%

-3.42%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	63397	+5.7%	+12.2%
2Y	07 Aug, 24	1.20 L.	1.30 L.	+8.7%	+8.8%
3Y	07 Aug, 23	1.80 L.	2.13 L.	+18.2%	+11.7%
SI	07 Oct, 22	2.30 L.	2.97 L.	+29.0%	+13.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	14 Jul, 25	1 L.	1.05 L.	+5.3%	+5.3%
2Y	15 Jul, 24	1 L.	1.12 L.	+12.5%	+6.1%
3Y	14 Jul, 23	1 L.	1.54 L.	+53.9%	+15.4%
SI	06 Oct, 22	1 L.	1.70 L.	+70.0%	+15.1%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.