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Kotak Business Cycle Fund - Direct Plan
Regular
Direct
3 Year Absolute Returns
49.23% ↑
NAV (₹) on 05 Jun 2026
15.99
1 Day NAV Change
0.90%
Risk Level
Very High Risk
Rating
-
Kotak Business Cycle Fund - Direct Plan is a Equity mutual fund categorized under Sector, offered by Kotak Mahindra Asset Management Company Ltd.. Launched on 07 Sep 2022, investors can start with a ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
07 Sep 2022
Min. Lumpsum Amount
₹ 100
Fund Age
3 Yrs
AUM
₹ 3,064.28 Cr.
Benchmark
NIfty 500 Total Return
Expense Ratio
0.63%
Scheme Type
Open Ended
Exit Load
0.5%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 3,064.28 Cr
Equity
392.42%
Money Market & Cash
8%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 15.21% |
| Hospitals & Medical Services | 9.76% |
| IT Consulting & Software | 5.33% |
| Retail - Departmental Stores | 4.79% |
| Auto - Cars & Jeeps | 4.76% |
| Realty | 4.27% |
| IT Equipments & Peripherals | 3.86% |
| E-Commerce/E-Retail | 3.68% |
| Finance & Investments | 3.39% |
| Telecom Services | 3.13% |
| Treps/Reverse Repo | 2.97% |
| Non-Banking Financial Company (NBFC) | 2.63% |
| Personal Care | 2.27% |
| Plywood/Laminates | 2.22% |
| Finance - Banks - Public Sector | 2.17% |
| Finance - Non Life Insurance | 1.99% |
| Finance - Life Insurance | 1.98% |
| Cement | 1.97% |
| Refineries | 1.66% |
| Power - Transmission/Equipment | 1.60% |
| Beverages & Distilleries | 1.49% |
| Pharmaceuticals | 1.48% |
| Power - Generation/Distribution | 1.43% |
| Auto Ancl - Electrical | 1.41% |
| IT Enabled Services | 1.28% |
| Forgings | 1.28% |
| Finance - Housing | 1.25% |
| Consumer Electronics | 1.18% |
| Agricultural Products | 1.15% |
| Auto - 2 & 3 Wheelers | 1.09% |
| Auto Ancl - Others | 1.02% |
| Iron & Steel | 1.00% |
| Cigarettes & Tobacco Products | 0.92% |
| Aerospace & Defense | 0.85% |
| Services - Others | 0.83% |
| Insurance Distributor | 0.73% |
| Mining/Minerals | 0.71% |
| Miscellaneous | 0.64% |
| Logistics - Warehousing/Supply Chain/Others | 0.33% |
| Aluminium | 0.32% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| ICICI BANK LTD. | 8.18% | ₹ 250.78 | Finance - Banks - Private Sector |
| AXIS BANK LTD. | 4.23% | ₹ 129.49 | Finance - Banks - Private Sector |
| ADITYA INFOTECH LIMITED | 3.86% | ₹ 118.40 | IT Equipments & Peripherals |
| ASTER DM HEALTHCARE LTD | 3.82% | ₹ 117.04 | Hospitals & Medical Services |
| ETERNAL LIMITED | 3.24% | ₹ 99.23 | E-Commerce/E-Retail |
| KRISHNA INSTITUTE OF MEDICAL | 3.22% | ₹ 98.57 | Hospitals & Medical Services |
| BHARTI HEXACOM LTD. | 3.13% | ₹ 95.87 | Telecom Services |
| Triparty Repo | 2.97% | ₹ 90.96 | Others |
| HDFC BANK LTD. | 2.80% | ₹ 85.66 | Finance - Banks - Private Sector |
| VIJAYA DIAGNOSTIC CENTRE PVT | 2.72% | ₹ 83.34 | Hospitals & Medical Services |
| SHRIRAM FINANCE LIMITED | 2.63% | ₹ 80.67 | Non-Banking Financial Company (NBFC) |
| Maruti Suzuki India Limited | 2.59% | ₹ 79.48 | Auto - Cars & Jeeps |
| VISHAL MEGA MART LIMITED | 2.49% | ₹ 76.39 | Retail - Departmental Stores |
| Avenue Supermarts Ltd | 2.30% | ₹ 70.45 | Retail - Departmental Stores |
| GODREJ CONSUMER PRODUCTS LTD. | 2.27% | ₹ 69.60 | Personal Care |
| 360 ONE WAM LIMITED | 2.23% | ₹ 68.28 | Finance & Investments |
| Century Plyboards (India) Ltd. | 2.22% | ₹ 68.09 | Plywood/Laminates |
| Mahindra & Mahindra Ltd. | 2.17% | ₹ 66.60 | Auto - Cars & Jeeps |
| INDIAN BANK | 2.17% | ₹ 66.60 | Finance - Banks - Public Sector |
| ICICI Lombard General Insurance Company Ltd | 1.99% | ₹ 61.06 | Finance - Non Life Insurance |
| SBI Life Insurance Company Ltd | 1.98% | ₹ 60.56 | Finance - Life Insurance |
| Ultratech Cement Ltd. | 1.97% | ₹ 60.25 | Cement |
| Infosys Ltd. | 1.84% | ₹ 56.48 | IT Consulting & Software |
| Mphasis Ltd | 1.72% | ₹ 52.57 | IT Consulting & Software |
| RELIANCE INDUSTRIES LTD. | 1.66% | ₹ 50.79 | Refineries |
| BRIGADE ENTERPRISES LIMITED | 1.61% | ₹ 49.34 | Realty |
| KALPATARU PROJECTS INTERNATIONAL LIMITED | 1.60% | ₹ 48.89 | Power - Transmission/Equipment |
| United Spirits Ltd | 1.49% | ₹ 45.70 | Beverages & Distilleries |
| MANKIND PHARMA LTD | 1.48% | ₹ 45.24 | Pharmaceuticals |
| Oberoi Realty Limited | 1.47% | ₹ 44.96 | Realty |
| NTPC LTD | 1.43% | ₹ 43.96 | Power - Generation/Distribution |
| Minda Industries Ltd. | 1.41% | ₹ 43.26 | Auto Ancl - Electrical |
| SAGILITY INDIA LTD. | 1.28% | ₹ 39.34 | IT Enabled Services |
| HAPPY FORGINGS LTD | 1.28% | ₹ 39.32 | Forgings |
| APTUS VALUE HOUSING FINANCE | 1.25% | ₹ 38.34 | Finance - Housing |
| MAHINDRA LIFESPACE DEVELOPERS LTD | 1.19% | ₹ 36.40 | Realty |
| LG ELECTRONICS INDIA LTD. | 1.18% | ₹ 36.09 | Consumer Electronics |
| ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD. | 1.16% | ₹ 35.66 | Finance & Investments |
| JUBILANT INGREVIA LTD. | 1.15% | ₹ 35.14 | Agricultural Products |
| TVS Motor Company Ltd. | 1.09% | ₹ 33.42 | Auto - 2 & 3 Wheelers |
| TENNECO CLEAN AIR INDIA LIMITED | 1.02% | ₹ 31.32 | Auto Ancl - Others |
| HEXAWARE TECHNOLOGIES LTD. | 1.00% | ₹ 30.78 | IT Consulting & Software |
| ITC Ltd. | 0.92% | ₹ 28.34 | Cigarettes & Tobacco Products |
| Hindustan Aeronautics Ltd. | 0.85% | ₹ 26.03 | Aerospace & Defense |
| CMS INFO SYSTEMS LIMITED | 0.83% | ₹ 25.38 | Services - Others |
| Tech Mahindra Ltd. | 0.77% | ₹ 23.58 | IT Consulting & Software |
| MEDI ASSIST HEALTHCARE SERVICES LIMITED | 0.73% | ₹ 22.29 | Insurance Distributor |
| VEDANTA LTD. | 0.71% | ₹ 21.72 | Mining/Minerals |
| BANSAL WIRE INDUSTRIES LIMITED | 0.68% | ₹ 20.75 | Iron & Steel |
| BRAINBEES SOLUTIONS LIMITED | 0.44% | ₹ 13.63 | E-Commerce/E-Retail |
| WESTERN CARRIERS (INDIA) LTD | 0.33% | ₹ 10.25 | Logistics - Warehousing/Supply Chain/Others |
| MALCO Energy Ltd. | 0.32% | ₹ 9.68 | Miscellaneous |
| Vedanta Iron and Steel Ltd. | 0.32% | ₹ 9.68 | Iron & Steel |
| Talwandi Sabo Power Ltd. | 0.32% | ₹ 9.68 | Miscellaneous |
| Vedanta Aluminium Metal Ltd. | 0.32% | ₹ 9.68 | Aluminium |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -7.36% | -3.67% | 6.07% | 14.28% |
| Category returns | 0.61% | 1.16% | 10.34% | 45.50% |
Fund 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 ... Read more
AMC Details
Name
Kotak Mahindra Asset Management Company Ltd.
Date of Incorporation
23 Jun 1998
CEO
Mr. Nilesh Shah
CIO
Mr. Deepak Agrawal Mr. Harsha Upadhyaya
Type
Pvt.Sector-Indian
Address
27 BKC, C-27, G Block,
Bandra Kurla Complex,
Bandra (E), Mumbai, Maharashtra, India - 400051
Website
http://www.assetmanagement.kotak.com
Email
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FAQs
What is the current NAV of Kotak Business Cycle Fund - Direct Plan IDCW?
The current Net Asset Value (NAV) of Kotak Business Cycle Fund - Direct Plan IDCW is ₹15.99 as of 05 Jun 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Kotak Business Cycle Fund - Direct Plan IDCW?
The Assets Under Management (AUM) of Kotak Business Cycle Fund - Direct Plan IDCW is ₹3,064.28 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Kotak Business Cycle Fund - Direct Plan IDCW?
Kotak Business Cycle Fund - Direct Plan IDCW has delivered returns of -3.67% (1 Year), 14.28% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Kotak Business Cycle Fund - Direct Plan IDCW?
Kotak Business Cycle Fund - Direct Plan IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Kotak Business Cycle Fund - Direct Plan IDCW?
The minimum lumpsum investment required for Kotak Business Cycle Fund - Direct Plan IDCW is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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