| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 05-09-2022 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 1.95% As on (30-06-2025) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 283.94 Cr As on (30-06-2025) |
| Turn over: 26.61 |
Scheme Performance (%) Data as on - 06-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Kotak Business Cycle Fund-Regular Plan-Growth | 7.78 | - | - | - | 17.89 |
| NIFTY 500 TRI | 0.32 | 16.11 | 21.04 | 13.44 | 12.43 |
| Equity: Thematic-Business-Cycle | 0.32 | 18.88 | 25.66 | 12.59 | 11.21 |
Yearly Performance (%)
Fund Managers
FM 1 Mr. Harish Bihani, FM 2 Mr. Abhishek Bisen
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.
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Business Cycle Fund-Regular Plan-Growth | 4.02 | - | - | |||
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 7.78 | 19.54 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 7.78 | 23.22 | 22.42 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 7.41 | 0.0 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 6.45 | 22.64 | 22.04 | 25.66 | 12.59 |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 3.29 | 18.07 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 3.13 | 14.45 | 0.0 | 0.0 | 0.0 |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 1.02 | 14.85 | 13.81 | 0.0 | 0.0 |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | -1.79 | 0.0 | 0.0 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | -2.47 | 16.58 | 15.97 | 0.0 | 0.0 |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | -3.67 | 17.72 | 20.18 | 0.0 | 0.0 |
Asset Allocation (%)
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
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