Kotak Business Cycle Fund Regular Growth
Medium
Risk
Equity
Other
+
0.00
%
0.00
%
3Y annualised
+
0.26
%
0.26
%
1D
1M
6M
1Y
3Y
All
Fund size
2447
NAV:
Mar 7, 2024
12.648
Sector
Tech
Type
Equity
Launched
Sep 2022
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
5.25
%
HDFC Bank Ltd
3.56
%
Axis Bank Ltd
3.48
%
Maruti Suzuki India Ltd
3.23
%
Sun Pharmaceuticals Industries Ltd
3.20
%
Reliance Industries Ltd
3.09
%
Larsen & Toubro Ltd
2.85
%
Bharat Forge Ltd
2.67
%
Bajaj Finance Ltd
2.62
%
Infosys Ltd
2.62
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Kotak Business Cycle Fund Regular Growth
More details
Investment 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 between various sectors and stocks at different stages of business cycles in the economy.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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