Scheme

Kotak Business Cycle Fund-Direct Plan-IDCW option

Kotak Mahindra Mutual Fund · Equity Scheme - Sectoral/ ThematicNAV 16.7020 on 03 Nov 20261Y -4.96%3Y 13.57%

All funds

Factsheet

As of 31 Aug 2026

Scheme riskometer

Very High

Benchmark riskometer

Very High

Inception
28 Sep 2022
Fund managers
Mr. Harish Bihani, Mr. Abhishek Bisen
Benchmark
Nifty 500 TRI
AUM
3508.76 crore
Regular expense
1.95%
Direct expense
0.67%
Minimum investment
₹ 100
SIP minimum
₹ 100
Beta
0.95
Sharpe
0.69

Portfolio

As of 31 Aug 2026

Top 10 holdings

Holding% of net assets
ICICI Bank Ltd8.23%
ADITYA INFOTECH LIMITED5.17%
ETERNAL LIMITED4.04%
Axis Bank Ltd3.78%
ASTER DM HEALTHCARE LTD3.56%
INDO-MIM LTD3.01%
BHARTI HEXACOM LTD2.78%
SHRIRAM FINANCE LTD2.72%
HDFC Bank Ltd2.55%
LENSKART SOLUTIONS LIMITED2.54%

Sectors

REST28.99%
Banks16.56%
Retailing10.27%
Healthcare Services9.93%
Automobiles8.18%
Industrial Manufacturing5.49%
Capital Markets5.07%
IT - Software4.35%
Insurance3.81%
Finance3.77%
Power3.58%