Kotak Business Cycle Fund-regular Plan-growth

Equity Create Wealth
Thematic Fund - Other
Category Rank
Kotak Business Cycle Fund-regular Plan-growth
Rating
Fund
Time to Invest
Kotak Business Cycle Fund-regular Plan-growth
NAV
10.616
(06/06/2023)
L 52Wk H
9.46
10.54
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Kotak Business Cycle Fund-regular Plan-growth

Equity
Thematic Fund - Other
Create Wealth
Rank Kotak Business Cycle Fund-regular Plan-growth
Fund
NAV
10.616
(06/06/2023)
Time to Invest
Kotak Business Cycle Fund-regular Plan-growth
Rating
L 52Wk H
9.46
10.54
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 allocationbetween various sectors and stocks at different stages of business cycles in the economy. .

Category
  • Equity - Thematic Fund - Other
Benchmark
  • NIFTY 500 - TRI
Returns
Absolute
1M
6.23%
3M
7.42%
6M
2.71%
Annualised
1Y
-
3Y
-
5Y
-
Historical NAV
NAV for scheme Kotak Business Cycle Fund-Regular Plan--Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Kotak Business Cycle Fund-regular Plan-growth

AUM

2278.10 Cr
Kotak Business Cycle Fund-regular Plan-growth AUM is 77% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 10% of investments and 1% for remaining investments on or before 1Y Nil after 1Y
Lock In Period - NIL

Expense Ratio

1.94%

Turnover Ratio

1.26%