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Kotak Business Cycle Fund

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Fund : Kotak Mahindra Mutual Fund
Category : Equity - Sectoral/Thematic
Type : Open Ended
NAV(09/05/2025) 14.7400
Percentage Returns :
1 Month Ago : 6.82%
3 Months Ago : -2.55%
1 Year Ago : 12.13%
Snapshot
Inception Date 07/09/2022 Fund Manager Mr. Harish Bihani
Initial Price 10.00 Min. Invest. ` 100
Objectives 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.
Entry Load Nil
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.
Scheme Plan Growth
Scheme Class Equity - Diversified
Scheme Type Open Ended
Trailing Returns
Type 1 Mth(in %) 3 Mths(in %) 1 Yr(in %) 3 Yrs(in %)
Scheme6.82-2.5512.130
Category5.92-1.236.8657.15
Sensex7.592.059.7413.41
Nifty7.181.99.3413.77
NAV Chart
Other Options
OptionsNAV()
Growth14.7400 (09/05/2025)
IDCW14.7400 (09/05/2025)
Scheme Size
Holding DateValue (₹ Cr)
31/03/20252492.96
28/02/20252325.58
31/01/20252573.87
31/12/20242687.74
30/11/20242675.73
Mutual Fund
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E),, Mumbai, Maharashtra, India - 400051
Email : fundaccops@kotakmutual.in
Web : https://www.kotakmf.com
Registrar
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