K

Kotak Business Cycle Fund

EquitySectoral/ThematicIDCW-AnnualAnnual IDCW ReinvestmentGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (24 Aug 26)

16.28

AUM (in Cr)

₹ 3411.09

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Kotak Business Cycle Fund
3.91
9.45
1.24
-1.69
12.90
Nifty 500
1.59
6.74
0.73
5.88
13.06
12.25
Sectoral/Thematic
0.43
5.31
6.60
9.34
15.79
14.05

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

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.

Expense Ratio
% 1.65
Benchmark
Nifty 500
AUM
₹ 3411.09
Inception Date
-
Turnover Ratio
% 26.76
Exit Load
0.5% for redemption within 90 days
Asset Class
Equity
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