← Equity: Thematic-Business-Cycle
Start this SIP →
Kotak Mahindra Mutual Fund · Equity: Thematic-Business-Cycle
Kotak Business Cycle Fund-Regular Plan-Growth
The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the objective of the scheme will be realized.
Benchmark · NIFTY 500 TRITER · 2.00%Inception · 05-09-2022
NAV
₹16.01
+0.56% · as of 14-05-2026
Since inception
13.76%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹31 Cr
AUM
Expense ratio
2.00%
28-04-2026
Performance
Returns vs benchmark & category
Since inception: +13.76% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.97%
AXIS BANK LIMITED EQ NE FV RS. 2/-4.33%
ASTER DM HEALTHCARE LIMITED EQ4.25%
Aditya Infotech Limited3.62%
Bharti Hexacom Limited3.48%
HDFC BANK LIMITED EQ NEW FV RE. 1/-2.96%
Shriram Finance Limited2.74%
MARUTI SUZUKI INDIA LIMITED EQ2.68%
ZOMATO LIMITED EQ2.65%
Krishna Institute Of Medical Sciences Limited2.45%
Sector allocation
Financial Services28.88%
Healthcare12.27%
Automobile and Auto Components9.73%
Capital Goods7.76%
Consumer Services7.70%
Information Technology7.16%
Fast Moving Consumer Goods4.81%
Realty4.02%
Telecommunication3.48%
Consumer Durables3.37%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.8% p.a.₹10,000
10 years
Projected value
₹25,82,908
Invested: ₹12,00,000
Gained: ₹13,82,908
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Harish Bihani & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150626
ISIN (Growth)
INF174KA1JK2
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India Business Cycle Fund Gr
₹12.86
1Y
+14.1%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹15.23
1Y
+6.7%
3Y
+0.0%
5Y
+0.0%
DSP Business Cycle Fund Reg Gr
₹10.09
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Union Business Cycle Reg Gr
₹11.22
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
ICICI Pru Business Cycle Fund Gr
₹24.28
1Y
+3.7%
3Y
+19.3%
5Y
+17.4%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.