Kotak Business Cycle Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 34.37 | N/A | N/A | N/A |
Average Rolling Returns(%) | 23.49 | N/A | N/A | N/A |
The Current NAV of Kotak Business Cycle Fund - Growth - Direct Plan is ₹13.73.
It is better to invest in a fund with a longer track record as Kotak Business Cycle Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Kotak Business Cycle Fund - Growth - Direct Plan fund’s expense ratio is 0.45%
The process for redemption is
The AUM of Kotak Business Cycle Fund - Growth - Direct Plan is currently ₹2,443 Crores.
The Top three stocks are ICICI Bank, Axis Bank and HDFC Bank and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 34% of fund’s portfolio respectively.
Top three sectors of Kotak Business Cycle Fund - Growth - Direct Plan fund are BFSI, Auto and Construction & Infrastructure accounting for 53% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Business Cycle Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Harish Bihani and Abhishek Bisen manage the Kotak Business Cycle Fund - Growth - Direct Plan Fund.
Kotak Business Cycle Fund - Growth - Direct Plan current PE ratio is 51.72 and PB ratio is 6.49
The asset allocation of Kotak Business Cycle Fund - Growth - Direct Plan is Stocks : 97.25%, Debt : 2.77% and Gold : 0%
The minimum SIP amount for Kotak Business Cycle Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Business Cycle Fund - Growth - Direct Plan is Nil upto 10% of investments and 1% for remaining investments on or before 1 year, Nil after 1 year