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Sensex
71,909.70
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Nifty
22,421.95
▼ -0.88%
22k Gold
₹ 13,680/gm
Silver
₹ 2,35,000/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 100.01
USD
₹ 96.25
Sensex
71,909.70
▼ -0.79%
Nifty
22,421.95
▼ -0.88%
22k Gold
₹ 13,680/gm
Silver
₹ 2,35,000/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 100.01
USD
₹ 96.25
Kotak Business Cycle Fund - Direct Plan
Regular
Direct
3 Year Absolute Returns
42.83% ↑
NAV (₹) on 30 Sep 2026
16.68
1 Day NAV Change
-0.17%
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
4 Yrs
AUM
₹ 3,508.76 Cr.
Benchmark
NIfty 500 Total Return
Expense Ratio
0.79%
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
₹ 3,508.76 Cr
Equity
99.48%
Money Market & Cash
0.7%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 14.56% |
| Hospitals & Medical Services | 9.93% |
| IT Equipments & Peripherals | 5.17% |
| IT Consulting & Software | 4.35% |
| Auto - Cars & Jeeps | 4.31% |
| Power - Transmission/Equipment | 4.11% |
| E-Commerce/E-Retail | 4.04% |
| Retail - Departmental Stores | 3.69% |
| Finance & Investments | 3.26% |
| Engineering - General | 3.01% |
| Realty | 2.99% |
| Telecom Services | 2.78% |
| Non-Banking Financial Company (NBFC) | 2.72% |
| Lenses/Optical Care | 2.54% |
| Pharmaceuticals | 2.34% |
| Forgings | 2.01% |
| Finance - Banks - Public Sector | 2.00% |
| Plywood/Laminates | 1.84% |
| Finance - Mutual Funds | 1.81% |
| Aluminium | 1.80% |
| Cement | 1.70% |
| Personal Care | 1.68% |
| Finance - Life Insurance | 1.65% |
| Finance - Non Life Insurance | 1.55% |
| Auto Ancl - Electrical | 1.41% |
| Refineries | 1.29% |
| IT Enabled Services | 1.26% |
| Auto - 2 & 3 Wheelers | 1.18% |
| Consumer Electronics | 1.10% |
| Finance - Housing | 1.05% |
| Power - Generation/Distribution | 1.03% |
| Agro Products | 0.95% |
| Logistics - Warehousing/Supply Chain/Others | 0.93% |
| Aerospace & Defense | 0.82% |
| Auto Ancl - Others | 0.76% |
| Treps/Reverse Repo | 0.70% |
| Cigarettes & Tobacco Products | 0.66% |
| Insurance Distributor | 0.61% |
| Services - Others | 0.59% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| ICICI BANK LTD. | 8.23% | ₹ 288.62 | Finance - Banks - Private Sector |
| ADITYA INFOTECH LIMITED | 5.17% | ₹ 181.56 | IT Equipments & Peripherals |
| ETERNAL LIMITED | 4.04% | ₹ 141.64 | E-Commerce/E-Retail |
| AXIS BANK LTD. | 3.78% | ₹ 132.73 | Finance - Banks - Private Sector |
| ASTER DM HEALTHCARE LTD | 3.56% | ₹ 124.90 | Hospitals & Medical Services |
| VIJAYA DIAGNOSTIC CENTRE PVT | 3.19% | ₹ 112.02 | Hospitals & Medical Services |
| KRISHNA INSTITUTE OF MEDICAL | 3.18% | ₹ 111.69 | Hospitals & Medical Services |
| INDO-MIM LTD | 3.01% | ₹ 105.60 | Engineering - General |
| BHARTI HEXACOM LTD. | 2.78% | ₹ 97.65 | Telecom Services |
| SHRIRAM FINANCE LIMITED | 2.72% | ₹ 95.53 | Non-Banking Financial Company (NBFC) |
| HDFC BANK LTD. | 2.55% | ₹ 89.33 | Finance - Banks - Private Sector |
| ACME SOLAR HOLDINGS LTD. | 2.55% | ₹ 89.63 | Power - Transmission/Equipment |
| LENSKART SOLUTIONS LIMITED | 2.54% | ₹ 89.18 | Lenses/Optical Care |
| Maruti Suzuki India Limited | 2.30% | ₹ 80.87 | Auto - Cars & Jeeps |
| 360 ONE WAM LIMITED | 2.21% | ₹ 77.54 | Finance & Investments |
| HAPPY FORGINGS LTD | 2.01% | ₹ 70.36 | Forgings |
| Mahindra & Mahindra Ltd. | 2.01% | ₹ 70.56 | Auto - Cars & Jeeps |
| INDIAN BANK | 2.00% | ₹ 70.26 | Finance - Banks - Public Sector |
| VISHAL MEGA MART LIMITED | 1.98% | ₹ 69.30 | Retail - Departmental Stores |
| Century Plyboards (India) Ltd. | 1.84% | ₹ 64.64 | Plywood/Laminates |
| VEDANTA ALUMINIUM METAL LTD | 1.80% | ₹ 63.10 | Aluminium |
| Avenue Supermarts Ltd | 1.71% | ₹ 59.91 | Retail - Departmental Stores |
| Ultratech Cement Ltd. | 1.70% | ₹ 59.54 | Cement |
| GODREJ CONSUMER PRODUCTS LTD. | 1.68% | ₹ 58.79 | Personal Care |
| SBI Life Insurance Company Ltd | 1.65% | ₹ 57.94 | Finance - Life Insurance |
| Mphasis Ltd | 1.60% | ₹ 56.05 | IT Consulting & Software |
| KALPATARU PROJECTS INTERNATIONAL LIMITED | 1.56% | ₹ 54.78 | Power - Transmission/Equipment |
| BRIGADE ENTERPRISES LIMITED | 1.56% | ₹ 54.62 | Realty |
| ICICI Lombard General Insurance Company Ltd | 1.55% | ₹ 54.26 | Finance - Non Life Insurance |
| Infosys Ltd. | 1.54% | ₹ 54.18 | IT Consulting & Software |
| Oberoi Realty Limited | 1.43% | ₹ 50.30 | Realty |
| Minda Industries Ltd. | 1.41% | ₹ 49.62 | Auto Ancl - Electrical |
| MANKIND PHARMA LTD | 1.39% | ₹ 48.71 | Pharmaceuticals |
| RELIANCE INDUSTRIES LTD. | 1.29% | ₹ 45.33 | Refineries |
| SAGILITY INDIA LTD. | 1.26% | ₹ 44.34 | IT Enabled Services |
| HEXAWARE TECHNOLOGIES LTD. | 1.21% | ₹ 42.43 | IT Consulting & Software |
| TVS Motor Company Ltd. | 1.18% | ₹ 41.54 | Auto - 2 & 3 Wheelers |
| LG ELECTRONICS INDIA LTD. | 1.10% | ₹ 38.47 | Consumer Electronics |
| KFIN TECHNOLOGIES LTD. | 1.05% | ₹ 36.70 | Finance & Investments |
| APTUS VALUE HOUSING FINANCE | 1.05% | ₹ 36.67 | Finance - Housing |
| NTPC LTD | 1.03% | ₹ 36.06 | Power - Generation/Distribution |
| JUBILANT INGREVIA LTD. | 0.95% | ₹ 33.22 | Agro Products |
| ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD. | 0.95% | ₹ 33.22 | Finance - Mutual Funds |
| CORONA REMEDIES LIMITED | 0.95% | ₹ 33.19 | Pharmaceuticals |
| SBI FUNDS MANAGEMENT LIMITED | 0.86% | ₹ 30.18 | Finance - Mutual Funds |
| Hindustan Aeronautics Ltd. | 0.82% | ₹ 28.81 | Aerospace & Defense |
| TENNECO CLEAN AIR INDIA LIMITED | 0.76% | ₹ 26.67 | Auto Ancl - Others |
| Triparty Repo | 0.70% | ₹ 24.70 | Others |
| SHADOWFAX TECHNOLOGIES LTD | 0.69% | ₹ 24.22 | Logistics - Warehousing/Supply Chain/Others |
| ITC Ltd. | 0.66% | ₹ 23 | Cigarettes & Tobacco Products |
| MEDI ASSIST HEALTHCARE SERVICES LIMITED | 0.61% | ₹ 21.27 | Insurance Distributor |
| CMS INFO SYSTEMS LIMITED | 0.59% | ₹ 20.68 | Services - Others |
| WESTERN CARRIERS (INDIA) LTD | 0.24% | ₹ 8.39 | Logistics - Warehousing/Supply Chain/Others |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -3.43% | -1.80% | -1.02% | 12.62% |
| Category returns | 0.53% | 2.80% | -2.37% | 33.49% |
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
Top Funds from Equity - Sectoral/Thematic
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Nippon India Taiwan Equity fund - Direct Plan
Sector
Direct
|
₹37.95 | 121.39% | 329.91% | 0.00% | ₹1,128 | 1.12% |
Very High
|
|
Nippon India Taiwan Equity fund - Direct Plan
Sector
Direct
|
₹37.95 | 121.39% | 329.91% | 0.00% | ₹1,128 | 1.12% |
Very High
|
|
Nippon India Taiwan Equity fund - Direct Plan
Sector
Direct
|
₹37.95 | 121.39% | 329.91% | 0.00% | ₹1,128 | 1.12% |
Very High
|
|
Nippon India Taiwan Equity Fund
Sector
Regular
|
₹35.41 | 118.44% | 312.51% | 0.00% | ₹1,128 | 2.40% |
Very High
|
|
Nippon India Taiwan Equity Fund
Sector
Regular
|
₹35.41 | 118.44% | 312.51% | 0.00% | ₹1,128 | 2.40% |
Very High
|
|
Nippon India Taiwan Equity Fund
Sector
Regular
|
₹35.41 | 118.44% | 312.51% | 0.00% | ₹1,128 | 2.40% |
Very High
|
|
HDFC Defence Fund - Direct Plan
Sector
Direct
|
₹30.72 | 26.32% | 156.62% | 0.00% | ₹11,478 | 0.89% |
Very High
|
|
HDFC Defence Fund - Direct Plan
Sector
Direct
|
₹30.72 | 26.32% | 156.62% | 0.00% | ₹11,478 | 0.89% |
Very High
|
|
HDFC Defence Fund - Direct Plan
Sector
Direct
|
₹30.72 | 26.32% | 156.62% | 0.00% | ₹11,478 | 0.89% |
Very High
|
|
HDFC Defence Fund
Sector
Regular
|
₹29.61 | 25.10% | 148.43% | 0.00% | ₹11,478 | 1.78% |
Very High
|
Top Funds from Kotak Mahindra Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Kotak Silver ETF
ETF
Regular
|
₹21.27 | 54.10% | 199.00% | 0.00% | ₹3,955 | 0.35% |
Very High
|
|
Kotak Silver ETF Fund of Fund - Direct Plan
Fund of Funds
Direct
|
₹29.30 | 53.97% | 194.64% | 0.00% | ₹1,004 | 0.28% |
Very High
|
|
Kotak Silver ETF Fund of Fund
Fund of Funds
Regular
|
₹28.84 | 53.34% | 190.73% | 0.00% | ₹1,004 | 0.65% |
Very High
|
|
Kotak Gold ETF
ETF
Regular
|
₹122.59 | 27.50% | 148.31% | 207.13% | ₹14,989 | 0.52% |
High
|
|
Kotak Gold Fund - Direct Plan
Fund of Funds
Direct
|
₹59.43 | 27.51% | 147.46% | 202.47% | ₹7,195 | 0.14% |
High
|
|
Kotak Gold Fund - Direct Plan
Fund of Funds
Direct
|
₹59.43 | 27.51% | 147.46% | 202.47% | ₹7,195 | 0.14% |
High
|
|
Kotak Gold Fund - Direct Plan
Fund of Funds
Direct
|
₹59.43 | 27.51% | 147.46% | 202.47% | ₹7,195 | 0.14% |
High
|
|
Kotak Gold Fund - Regular Plan
Fund of Funds
Regular
|
₹56.19 | 27.10% | 144.97% | 197.28% | ₹7,195 | 0.45% |
High
|
|
Kotak Gold Fund - Regular Plan
Fund of Funds
Regular
|
₹56.19 | 27.09% | 144.97% | 197.27% | ₹7,195 | 0.45% |
High
|
|
Kotak Gold Fund - Regular Plan
Fund of Funds
Regular
|
₹56.19 | 27.09% | 144.97% | 197.27% | ₹7,195 | 0.45% |
High
|
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 ₹16.68 as of 30 Sep 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 ₹3,508.76 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 -1.80% (1 Year), 12.62% (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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