Kotak Business Cycle Fund Regular-Growth
Equity
Thematic-Business Cycle
₹-0.34% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹3412 Cr
- Created on3 Sep 2022
Fund Ranking
#2
/ 7 in Thematic-Business Cycle
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month9.8%
- 1 Year6.2%
- 3 Year (CAGR)15.0%
- All Time (CAGR)15.1%
Category Return
- 6 Month7.3%
- 1 Year5.3%
- 3 Year (CAGR)14.1%
- All Time (CAGR)12.3%
Asset Allocation
- Equity99.4%
- Other0.6%
Top 5 Holdings
Top 5 Sectors
- Hexaware Technologies1.26%
- HDFC Bank2.76%
- ICICI Bank8.35%
- ITC0.74%
- Infosys1.58%
Fund Information
- Expense Ratio2.07%
- Exit Load0.5% for redemption within 90 Days
- Lock-In PeriodNo Lock-In
Managed By
Abhishek Bisen
Sep 2022 - Present
Arjun Khanna
Sep 2022 - Present
Harish Bihani
Oct 2023 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.66 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.30 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 3.45 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.95