Kotak Business Cycle Fund
Get the latest NAV of Kotak Business Cycle Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹17.00
▲0.9%1D
NAV as on 08 Jun 2026
15.87%/per year
Since Inception
▲▼
754 people have invested ₹ 37.6L in Kotak Business Cycle Fund in the last three months
Kotak Business Cycle Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (08-Jun-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.
Peer comparison
Kotak Business Cycle Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Kotak Business Cycle Fund Asset Allocation
See fund asset allocation details as on (14-May-26)
Fund Distribution
as on (14-May-26)
Kotak Business Cycle Fund Sector Allocation
See fund sector allocation details as on (14-May-26)
Sector Allocation
Top 3 Sectors in April were Financial Services, Consumer Cyclical & Health
Financial Services
30%
Consumer Cyclical
15%
Health
14%
Financial Services
28%
Consumer Cyclical
15%
Health
14%
Kotak Business Cycle Fund Holdings Details
as on (31-May-26)
Kotak Business Cycle Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.63% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹3064 Cr |
| Inception Date | 28 September, 2022 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 39.11% |
| Risk |   Very High Risk |
About Kotak Business Cycle Fund
Kotak Business Cycle Fund is an equity fund. This fund was started on 28 September, 2022. The fund is managed by Abhishek Bisen, Harish Bihani. The fund could potentially beat inflation in the long-run.
Key Parameters
- Kotak Business Cycle Fund has ₹3064 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Kotak Business Cycle Fund has given a CAGR return of 15.87% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 3.64% and 17.10% respectively.
Holdings
Kotak Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Industrial, Consumer Defensive, Basic Materials, Tech, Real Estate, Communication, Energy, Utilities. Its top holdings are ICICI Bank Ltd, Axis Bank Ltd, Aditya Infotech Ltd, Aster DM Healthcare Ltd Ordinary Shares, Eternal Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Kotak Business Cycle Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Business Cycle Fund has no lock in period.
Fund Manager
Abhishek Bisen
Fund Manager of Kotak Business Cycle Fund, since 28 September 2022
Harish Bihani
Fund Manager of Kotak Business Cycle Fund, since 20 October 2023
- AUM of the fund stands at 3.1K Cr as of Apr'26
- AUM increased by 323.5 Cr between Apr'26 and Mar'26
Compare Kotak Business Cycle Fund
Kotak Business Cycle Fund
VS
ICICI Prudential India Opportunities Fund
Frequently Asked Questions for Kotak Business Cycle Fund
How do I invest in Kotak Business Cycle Fund?
- Download the INDmoney app.
- Search for ‘Kotak Business Cycle Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.