Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Kotak Business Cycle Fund

Ko

Kotak Business Cycle Fund

Thematic-Business CycleRank #4
Not Rated

NAV (2026-07-14)

17.1

AUM

₹3,302.3 Cr

Exp. Ratio: 1.93%

RISK LEVEL

Very High

Returns & Performance

1 Year5.33%3.14% vs cat avgRank #3
3 Year15.43%1.43% vs cat avgRank #3
5 Year----
Since Launch15.19%--

Fund vs Category Average

1Y
5.33%+3.14%
3Y
15.43%+1.43%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
No lock-in period
Top-5 ranked in category for 1Y (#3)
Overall top-10 rank in category (#4)

Cons

Higher expense ratio (1.93%)
ISININF174KA1JK2
NAV₹17.1
NAV Date2026-07-14
AUM₹3,302.3 Cr
Expense Ratio1.93%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05

INVESTMENT OBJECTIVE

The scheme seeks 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.

Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Harish Bihani

Mr. Bihani has done MBA in Finance

Prior to joining Kotak Mutual Fund, he has worked with ICICI Prudential Mutual Fund, SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.

Top Holdings

Holdings data not available for this scheme