June 30, 2025
mayank
Kotak Business Cycle Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 17.0040
NAV IDCW: Rs 17.0030
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) Harish Bihani
Education: Mr. Bihani has done MBA in Finance
Experience: Prior to joining Kotak Mutual Fund, he has worked with ICICI Prudential Mutual Fund, SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.
2) Abhishek Bisen
Education: Mr. Bisen is a BA and MBA in Finance.
Experience: Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 1 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 90 days |
Basic Details of Kotak Business Cycle Fund
| Fund House | Kotak Mahindra Mutual Fund |
| Launch Date | 28-Sep-22 |
| Return Since Launch | 21.31% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 2,729 Cr |
| (As on 31-May-2025) | |
| Expense | 0.61% |
| (As on 31-May-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 42.72% |
Trailing Returns (%) of Kotak Business Cycle Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Kotak Business Cycle Dir | 4.27 | 0.47 | 4.42 | 13.63 | 3.98 | 10.13 | — | — | — | — |
| BSE 500 TRI | 5.39 | 0.96 | 2.72 | 10.50 | 5.16 | 5.20 | — | — | — | — |
Peer Comparison of Kotak Business Cycle Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Kotak Business Cycle Dir | Unrated | 10.13 | — | — | 0.61 | 2,729 | 21.31 | 0.50 (90) | 2Y 9M | 42.72 |
| ICICI Pru India Opportunities Dir | Unrated | 13.13 | 30.16 | 33.53 | 0.63 | 28,204 | 23.66 | 1.00 (365) | 6Y 5M | 68.00 |
| ICICI Pru Business Cycle Dir | Unrated | 10.94 | 27.98 | — | 0.72 | 12,972 | 24.08 | 1.00 (30) | 4Y 5M | 25.00 |
| HDFC Manufacturing Dir | Unrated | 0.74 | — | — | 0.50 | 12,098 | 7.36 | 1.00 (30) | 1Y 1M | 20.03 |
| SBI Innovative Opportunities Dir | Unrated | — | — | — | 0.61 | 7,367 | -2.39 | 1.00 (365) | 10M | 56.00 |
Portfolio Analysis of Kotak Business Cycle Fund
| No. of Stocks | 54 |
| Top 10 Stocks | 33.04% |
| Top 5 Stocks | 19.07% |
| Top 3 Sectors | 39.63% |
| Portfolio P/B Ratio | 4.51 |
| Portfolio P/E Ratio | 26.77 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 96,731 | 1,26,954 |
| Giant (%) | 38.11 | 41.53 |
| Large (%) | 20.62 | 23.81 |
| Mid (%) | 29.52 | 27.90 |
| Small (%) | 11.34 | 10.77 |
| Tiny (%) | 0.41 | 0.73 |
Chanakya’s Mutual Fund Guidance For Kotak Business Cycle Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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