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Kotak Business Cycle Fund-Direct Plan-Growth

Equity | Thematic - Business Cycles

(NAV as of 28/05/2024)
14.30 (-0.34)

3Y Returns

NA

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.3%

Fund Size

2490 Cr

Inception Date

28-Sep-22

Fund Manager

Harish Bihani

Exit Load

Nil upto 10% of investments and 1% for remaining investments on or before 1Y, Nil after 1Y.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

99.08%

Debt & Others

0.92%

Market Cap Allocation

Large Cap

59.38%

Mid Cap

21.52%

Small Cap

18.18%

Other Cap

0.92%

Sector Allocation

Banks

17.93%

Industrial Products

12.32%

Consumer Durables

9.85%

Automobiles

8.31%

Pharmaceuticals

5.72%

Top Ten Holdings

ICICI Bank Ltd

5.59%

HDFC Bank Ltd

3.59%

Axis Bank Ltd

3.34%

Bharat Forge Ltd

3.12%

Maruti Suzuki India Ltd

3.07%

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.

Fund House Detail

AMC Name

Kotak Mahindra Asset Management Company Limited

Address

27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.