Kotak Business Cycle Fund (Direct)
Kotak Mahindra Mutual Fund · benchmark Nifty 500 TRI · 4.1 years old · AMFI code 150624
A+ (top 10% of its peer group), score 79.0 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 10.4% | 2.5% | +7.9% | 1 / 18 |
| 1 year | 6.7% | -1.0% | +7.8% | 1 / 17 |
| 3 years (a year) | 17.8% | 12.0% | +5.8% | 1 / 10 |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Common questions
What is the NAV of Kotak Business Cycle Fund (Direct plan)?
₹18.65 on 5 Nov 2026 (Growth option).
What is the expense ratio of Kotak Business Cycle Fund (Direct)?
0.74% a year; the Regular plan's is 2.02%.
What return has Kotak Business Cycle Fund given over 3 years?
17.8% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.
What does Kotak Business Cycle Fund invest in?
Its largest holdings are ICICI Bank Limited, Aditya Infotech Limited, Indo-MIM Limited, with 52 stocks in all (September 2026 portfolio).
How is Kotak Business Cycle Fund rated?
A+: 2 of 10 Direct plans in Thematic: Business Cycle, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.