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Fund Overview of Kotak Business Cycle Fund Regular-idcw
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₹3,134.7 CrAUM
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₹15.44NAV
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1.97%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Kotak Business Cycle Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.07% | NA | NA |
| 6 Months | 1.96% | NA | NA |
| 1 Year | 4.85% | 4.85% | NA |
| 2 Years | 12.85% | 6.23% | NA |
| 3 Years | 52.79% | 15.18% | NA |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Compare Kotak Business Cycle Fund Regular-idcw with other mutual funds in the same category
Kotak Business Cycle Fund Regular-idcw
ICICI Prudential Business Cycle Fund Direct-growth
ICICI Prudential Business Cycle Fund Direct-idcw
Asset Allocation
equities
96.87%other assets or cash equivalents
3.13%Launched on 28 Sep 2022, the fund aims Long-term capital growth. Investment in portfolio of predominantly equity & equity related securities of companies with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. It manages assets worth ₹3,134.7 crore as on Sun May 31, 2026. The expense ratio stands at 1.97%. Fund Manager Manager Education Fund Manager Manager EducationAbout Kotak Business Cycle Fund Regular-idcw
The portfolio allocation consists of 96.87% in equities, 3.13% in other assets or cash equivalents.Managed by Abhishek Bisen, it has delivered a return of 4.85% in the last year, a total return since inception of 14.61%.
The latest dividend was declared on 24 Mar 2026 at 10.32% of face value.
Identifying a suitable which sip is best has an important part for long-term wealth creation.
Key Metrics of Kotak Business Cycle Fund Regular-idcw
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Standard Deviation15.33%
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Sharpe Ratio0.63%
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Alpha2.02%
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Beta0.95%
Fund Details
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|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Business Cycle Fund Direct-growth  |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| HSBC Business Cycles Fund Direct-growth |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| HSBC Business Cycles Fund Direct-idcw |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| HSBC Business Cycles Fund Regular-growth |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
| HSBC Business Cycles Fund Regular-idcw |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Kotak Mahindra Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Kotak Business Cycle Fund Regular-growth
|
₹3,135 | 3.86% | 11.07% | 1.96% | 4.85% | 15.18% |
|
Kotak Business Cycle Fund Direct-growth
|
₹3,135 | 3.98% | 11.44% | 2.64% | 6.25% | 16.85% |
|
Kotak Business Cycle Fund Direct-idcw
|
₹3,135 | 3.98% | 11.44% | 2.64% | 6.25% | 16.85% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | ₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-growth |
₹15,798 | ₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | ₹17.68 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | ₹19.18 | 19.31% | 17.79% | - |
| Kotak Business Cycle Fund Regular-growth |
₹3,135 | ₹16.61 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-growth |
₹3,135 | ₹17.57 | 16.85% | - | - |
| Kotak Business Cycle Fund Regular-idcw |
₹3,135 | ₹15.44 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-idcw |
₹3,135 | ₹16.33 | 16.85% | - | - |
| Tata Business Cycle Fund Regular-growth |
₹2,675 | ₹19.01 | 14.95% | - | - |
| Tata Business Cycle Fund Direct-growth |
₹2,675 | ₹20.53 | 16.67% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 7.96% | ₹249.40 Cr |
| Aditya Infotech Ltd. | Technology | 4.72% | ₹147.83 Cr |
| Axis Bank Ltd | Financial | 4.19% | ₹131.36 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 3.88% | ₹121.60 Cr |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | 3.58% | ₹112.19 Cr |
| Repo | Unspecified | 3.55% | ₹111.40 Cr |
| Zomato Ltd | Technology | 3.21% | ₹100.66 Cr |
| Vijaya Diagnostic Centre Ltd | Healthcare | 3.08% | ₹96.53 Cr |
| Bharti Hexacom Ltd. | Technology | 3.01% | ₹94.49 Cr |
| Hdfc Bank Ltd | Financial | 2.64% | ₹82.65 Cr |
| Shriram Transport Finance Company Ltd | Financial | 2.60% | ₹81.52 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 2.50% | ₹78.36 Cr |
| Vishal Mega Mart Ltd. | Consumer Staples | 2.43% | ₹76.27 Cr |
| Iifl Wealth Management Ltd | Financial | 2.33% | ₹72.89 Cr |
| Lenskart Solutions Ltd. | 2.26% | ₹70.98 Cr | |
| Godrej Consumer Products Ltd | Consumer Staples | 2.14% | ₹67.14 Cr |
| Century Plyboards (india) Ltd | Materials | 2.11% | ₹66.01 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.09% | ₹65.48 Cr |
| Indian Bank | Financial | 2.08% | ₹65.12 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 1.99% | ₹62.29 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth |
₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹19.18 | 19.31% | 17.79% | - |
| HSBC Business Cycles Fund Direct-growth |
₹47.28 | 17.62% | 17.22% | - |
| HSBC Business Cycles Fund Direct-idcw |
₹27.25 | 17.62% | 17.22% | - |
| ICICI Prudential Business Cycle Fund-growth |
₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹17.68 | 18.14% | 16.46% | - |
| HSBC Business Cycles Fund Regular-growth |
₹42.50 | 16.31% | 15.94% | - |
| HSBC Business Cycles Fund Regular-idcw |
₹24.63 | 16.31% | 15.94% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Business Cycle Fund Regular-idcw
What is the current AUM of Kotak Business Cycle Fund Regular-idcw?
As of Sun May 31, 2026, Kotak Business Cycle Fund Regular-idcw manages assets worth ₹3,134.7 crore
How has Kotak Business Cycle Fund Regular-idcw performed recently?
- 3 Months: 11.07%
- 6 Months: 1.96%
What is the long-term performance of Kotak Business Cycle Fund Regular-idcw?
- 3 Years CAGR: 15.18%
- Since Inception: 14.61%
What is the portfolio composition of Kotak Business Cycle Fund Regular-idcw?
Equity: 96.87%, Others: 3.13%.
Who manages Kotak Business Cycle Fund Regular-idcw?
Kotak Business Cycle Fund Regular-idcw is managed by Abhishek Bisen from Kotak Mahindra Mutual Fund.
When was the last dividend declared by Kotak Business Cycle Fund Regular-idcw?
Latest dividend was declared on 24 Mar 2026 at 10.32% of face value.
What is the market-cap allocation of Kotak Business Cycle Fund Regular-idcw?
Large Cap: 45.52%, Mid Cap: 23.67%, Small Cap: 30.81%.
Which are the top companies Kotak Business Cycle Fund Regular-idcw has invested in?
- ICICI Bank Ltd – 7.96% of the fund's portfolio
- Aditya Infotech Ltd. – 4.72% of the fund's portfolio
- Axis Bank Ltd – 4.19% of the fund's portfolio
- Aster DM Healthcare Ltd – 3.88% of the fund's portfolio
- Krishna Institute Of Medical Sciences Ltd – 3.58% of the fund's portfolio
Which are the major sectors Kotak Business Cycle Fund Regular-idcw focuses on?
- Financial – 21.80% of the fund's portfolio
- Technology – 10.94% of the fund's portfolio
- Healthcare – 10.54% of the fund's portfolio
- Consumer Staples – 6.56% of the fund's portfolio
- Consumer Discretionary – 4.59% of the fund's portfolio
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