Kotak Business Cycle Fund - Direct (G) logo

Kotak Business Cycle Fund Direct Growth

Equity | Sectoral / Thematic

NAV

₹15.71 20 Jan 2025

Risk

Very High  

Fund Size

₹2,687.74Cr  

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Account
opening
& AMC
Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹1,000

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil

Basic Details

Age

2 years 4 months (Since Sep 28, 2022)

Return since Launch

21.56%

Expense ratio

0.54%

Type

OPEN

AUM (Fund Size)

₹2,687.74

Risk Grade

Very High

Benchmark

Nifty 500 TRI

Fund Manager

Harish Bihani

Asset Allocation

ICICI Bank 4.86%

Bharti Hexacom 3.75%

Axis Bank 3.19%

Zomato Ltd 3.19%

Aster DM Health. 3.08%

Brigade Enterpr. 2.87%

Vijaya Diagnost. 2.82%

HDFC Bank 2.77%

M & M 2.57%

Vishal Mega Mart 2.54%

Century Plyboard 2.34%

GE Vernova T&D 2.32%

Oberoi Realty 2.32%

Krishna Institu. 2.30%

Sun Pharma.Inds. 2.11%

United Spirits 2.09%

Uno Minda 2.08%

Mankind Pharma 2.06%

Bansal Wire Inds 2.05%

Avenue Super. 2.04%

UltraTech Cem. 2.00%

Infosys 1.99%

Maruti Suzuki 1.97%

Larsen & Toubro 1.83%

Godrej Consumer 1.82%

Bharat Forge 1.80%

ICICI Lombard 1.75%

KEI Industries 1.73%

SBI Life Insuran 1.72%

Reliance Industr 1.70%

ITC 1.62%

Ambuja Cements 1.60%

Indian Bank 1.54%

Carborundum Uni. 1.50%

Brainbees Solut. 1.39%

NTPC 1.37%

Mahindra Life. 1.34%

Cholaman.Inv.&Fn 1.28%

CMS Info Systems 1.18%

IndusInd Bank 1.16%

Rolex Rings 1.15%

Kalpataru Proj. 1.13%

Medi Assist Ser. 1.11%

Happy Forgings 1.09%

Tech Mahindra 1.02%

Power Fin.Corpn. 1.00%

Ipca Labs. 0.97%

Cummins India 0.86%

Dabur India 0.85%

Inox India 0.75%

Waaree Energies 0.59%

Medplus Health 0.59%

Sansera Enginee. 0.55%

Elin Electronics 0.53%

Western Carriers 0.42%

Azad Engineering 0.40%

See All

TREPS 1.78%

Net CA & Others -0.43%

See All
Scheme Holding Summary

Banks

13.52%

Healthcare

8.20%

Realty

5.19%

Pharmaceuticals

5.14%

Insurance

4.58%

Automobile

4.54%

Castings, Forgings & Fastners

4.04%

Retail

4.02%

Telecomm-Service

3.75%

Cement

3.60%

E-Commerce/App based Aggregator

3.19%

IT - Software

3.01%

Infrastructure Developers & Operators

2.96%

Capital Goods - Electrical Equipment

2.91%

FMCG

2.67%

Auto Ancillaries

2.63%

Trading

2.54%

Capital Goods-Non Electrical Equipment

2.36%

Plywood Boards/Laminates

2.34%

Finance

2.28%

Alcoholic Beverages

2.09%

Steel

2.05%

Cables

1.73%

Refineries

1.70%

Tobacco Products

1.62%

Power Generation & Distribution

1.37%

Debt Others

1.35%

Construction

1.34%

Miscellaneous

1.18%

Packaging

0.75%

Consumer Durables

0.53%

Logistics

0.42%

Engineering

0.40%

See All

Banks

ICICI Bank 4.86%

Axis Bank 3.19%

HDFC Bank 2.77%

Indian Bank 1.54%

IndusInd Bank 1.16%

Telecomm-Service

Bharti Hexacom 3.75%

E-Commerce/App based Aggregator

Zomato Ltd 3.19%

Healthcare

Aster DM Health. 3.08%

Vijaya Diagnost. 2.82%

Krishna Institu. 2.30%

Realty

Brigade Enterpr. 2.87%

Oberoi Realty 2.32%

Automobile

M & M 2.57%

Maruti Suzuki 1.97%

Trading

Vishal Mega Mart 2.54%

Plywood Boards/Laminates

Century Plyboard 2.34%

Capital Goods - Electrical Equipment

GE Vernova T&D 2.32%

Waaree Energies 0.59%

Pharmaceuticals

Sun Pharma.Inds. 2.11%

Mankind Pharma 2.06%

Ipca Labs. 0.97%

Alcoholic Beverages

United Spirits 2.09%

Auto Ancillaries

Uno Minda 2.08%

Sansera Enginee. 0.55%

Steel

Bansal Wire Inds 2.05%

Retail

Avenue Super. 2.04%

Brainbees Solut. 1.39%

Medplus Health 0.59%

Cement

UltraTech Cem. 2.00%

Ambuja Cements 1.60%

IT - Software

Infosys 1.99%

Tech Mahindra 1.02%

Infrastructure Developers & Operators

Larsen & Toubro 1.83%

Kalpataru Proj. 1.13%

FMCG

Godrej Consumer 1.82%

Dabur India 0.85%

Castings, Forgings & Fastners

Bharat Forge 1.80%

Rolex Rings 1.15%

Happy Forgings 1.09%

Debt Others

TREPS 1.78%

Net CA & Others -0.43%

Insurance

ICICI Lombard 1.75%

SBI Life Insuran 1.72%

Medi Assist Ser. 1.11%

Cables

KEI Industries 1.73%

Refineries

Reliance Industr 1.70%

Tobacco Products

ITC 1.62%

Capital Goods-Non Electrical Equipment

Carborundum Uni. 1.50%

Cummins India 0.86%

Power Generation & Distribution

NTPC 1.37%

Construction

Mahindra Life. 1.34%

Finance

Cholaman.Inv.&Fn 1.28%

Power Fin.Corpn. 1.00%

Miscellaneous

CMS Info Systems 1.18%

Packaging

Inox India 0.75%

Consumer Durables

Elin Electronics 0.53%

Logistics

Western Carriers 0.42%

Engineering

Azad Engineering 0.40%

See All
Riskometer Level of risk in the scheme
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Your investment will be at Very High Risk

Get started with us today and
start building your wealth journey

Get started with us today and
start building your wealth journey