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

Fund1.37%

Cat. Avg.N/A

Fund2.26%

Cat. Avg.N/A

Fund13.68%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund13.74%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	ICICI BANK LTD.	Equity	Listed	Large Cap	Banks	272.98	8.27%
2	ADITYA INFOTECH LIMITED	Equity	Listed	Small Cap	Industrial Manufacturing	185.68	5.62%
3	AXIS BANK LTD.	Equity	Listed	Large Cap	Banks	137.39	4.16%
4	ASTER DM HEALTHCARE LTD	Equity	Listed	Mid Cap	Healthcare Services	130.97	3.97%
5	KRISHNA INSTITUTE OF MEDICAL	Equity	Listed	Small Cap	Healthcare Services	120.43	3.65%
6	ETERNAL LIMITED	Equity	Listed	Large Cap	Retailing	114.23	3.46%
7	HDFC BANK LTD.	Equity	Listed	Large Cap	Banks	100.54	3.04%
8	VIJAYA DIAGNOSTIC CENTRE PVT	Equity	Listed	Small Cap	Healthcare Services	99.79	3.02%
9	BHARTI HEXACOM LTD.	Equity	Listed	Mid Cap	Telecom - Services	93.70	2.84%
10	SHRIRAM FINANCE LIMITED	Equity	Listed	Large Cap	Finance	89.69	2.72%

Similar Funds

SBI Equity Hybrid Fund - Regular Plan -Growth

SBI Mutual Fund

Expense Ratio: 1.38

NAV / Fund Size

₹309.58₹83,065.48 Cr

Incep: 01-01-2005

Aggressive Hybrid FundVery High RiskHybrid

4.51%

9.15%

13.55%

11.23%

11.90%

Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

NAV / Fund Size₹309.58₹83,065.48 Cr

Aggressive Hybrid FundVery High RiskHybrid

4.51%

9.15%

13.55%

11.23%

11.90%

ICICI Prudential Smallcap Fund - Growth

ICICI Prudential Mutual Fund

Expense Ratio: 1.78

NAV / Fund Size

₹85.88₹8,443.27 Cr

Incep: 23-08-2007

Small Cap FundVery High RiskEquity

0.48%

2.32%

14.31%

15.88%

12.31%

Fund Details

ICICI Prudential Smallcap Fund - Growth

NAV / Fund Size₹85.88₹8,443.27 Cr

Small Cap FundVery High RiskEquity

0.48%

2.32%

14.31%

15.88%

12.31%

Kotak Arbitrage Fund - Regular Plan - Growth

Kotak Mahindra Mutual Fund

Expense Ratio: 1.05

NAV / Fund Size

₹39.31₹72,361.13 Cr

Incep: 12-09-2005

Arbitrage FundLow RiskHybrid

5.54%

6.43%

6.89%

6.08%

6.74%

Fund Details

Kotak Arbitrage Fund - Regular Plan - Growth

NAV / Fund Size₹39.31₹72,361.13 Cr

Arbitrage FundLow RiskHybrid

5.54%

6.43%

6.89%

6.08%

6.74%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61808	+3.0%	+6.3%
2Y	07 Nov, 24	1.20 L.	1.27 L.	+6.0%	+6.1%
3Y	07 Nov, 23	1.80 L.	2.03 L.	+12.6%	+8.2%
SI	07 Oct, 22	2.45 L.	3.08 L.	+25.6%	+11.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.01 L.	+1.4%	+1.4%
2Y	16 Oct, 24	1 L.	1.05 L.	+4.6%	+2.3%
3Y	16 Oct, 23	1 L.	1.47 L.	+46.9%	+13.7%
SI	06 Oct, 22	1 L.	1.68 L.	+68.0%	+13.7%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

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

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹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.