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Kotak Business Cycle Fund - Regular (IDCW)

Sectoral / Thematic • OPEN
NAV as of May 19, 2026
₹15.93
1 day change
Returns since inception
13.76%
CAGR
AUM (Fund size)
₹3,064 Cr
NAV: ₹ 15.93
as on May 19, 2026
Kotak Business Cycle Fund - Regular (IDCW)

Kotak Business Cycle Fund - Regular (IDCW) Overview

AUM (Fund size) ₹ 3,064 Cr
Expense ratio 2.18 %
Exit load For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty 500 TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 3 yrs 8 m since Sep 07, 2022
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
16.67%
Healthcare Services
9.02%
Retailing
7.70%
Automobiles
6.17%
IT-Software
5.79%

Top Holdings

ICICI Bank 6.97%
Axis Bank 4.33%
Aster DM Health. 4.25%
Aditya Infotech 3.62%
Bharti Hexacom 3.48%
HDFC Bank 2.96%
Shriram Finance 2.74%
Maruti Suzuki 2.68%
Eternal 2.65%
Krishna Institu. 2.45%

Scheme Information

Kotak Business Cycle Fund - Regular (IDCW) was launched on 07/09/2022. The fund manages ₹3,064 Cr in assets. Its current expense ratio is 2.18%.

Fund Manager: Harish Bihani

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FAQs on Kotak Business Cycle Fund - Regular (IDCW)

The current expense ratio of Kotak Business Cycle Fund - Regular (IDCW) is 2.18%.

The AUM of Kotak Business Cycle Fund - Regular (IDCW) is ₹3,064 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Kotak Business Cycle Fund - Regular (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹15.93.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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