Kotak Mahindra Mutual Fund
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Kotak Business Cycle Fund - Direct Plan - Growth

Kotak Mahindra Mutual Fund · Sectoral/Thematic · Direct · Growth

NAV · as of 11/09/2026

18.18

1D

-0.39%

1Y

+4.72%

Key stats

Expense ratio
0.69%
AUM
₹3.41 K Cr
Launched
28/09/2022
Fund manager
Abhishek Bisen; Harish Bihani
Portfolio turnover
0.27%
Risk
Very High Risk
Min lump-sum
₹100
Min SIP
₹100/mo
Fresh lump-sum
Accepted
Fresh SIP
Accepted

NAV history

Kotak Business Cycle Fund - Direct Plan - Growth

13/08/2026 to 11/09/2026

O - H - L -

18.6518.1813/08/202611/09/2026
1W-1.73%
1M-2.25%
3M+5.47%
6M+17.07%
1Y+4.72%
3Y+15.52%
MAX+80.66%

Top holdings

56 disclosed
  • 1.

    ICICI Bank Ltd

    Financial Services

    8.35%
  • 2.

    Aditya Infotech Ltd

    Industrials

    5.06%
  • 3.

    Aster DM Quality Care Ltd Ordinary Shares

    Healthcare

    4.00%
  • 4.

    Eternal Ltd

    Consumer Cyclical

    3.83%
  • 5.

    Axis Bank Ltd

    Financial Services

    3.68%
  • 6.

    Krishna Institute of Medical Sciences Ltd

    Healthcare

    3.49%
  • 7.

    Bharti Hexacom Ltd

    Communication Services

    2.98%
  • 8.

    Vijaya Diagnostic Centre Ltd

    Healthcare

    2.91%
  • 9.

    HDFC Bank Ltd

    Financial Services

    2.76%
  • 10.

    Indo MIM Ltd

    Industrials

    2.74%
  • 11.

    Shriram Finance Ltd

    Financial Services

    2.64%
  • 12.

    Maruti Suzuki India Ltd

    Consumer Cyclical

    2.49%
  • 13.

    ACME Solar Holdings Ltd

    Utilities

    2.37%
  • 14.

    Lenskart Solutions Ltd

    Healthcare

    2.23%
  • 15.

    360 One Wam Ltd Ordinary Shares

    Financial Services

    2.20%
  • 16.

    Mahindra & Mahindra Ltd

    Consumer Cyclical

    2.14%
  • 17.

    Godrej Consumer Products Ltd

    Consumer Defensive

    2.05%
  • 18.

    Century Plyboards (India) Ltd

    Basic Materials

    2.00%
  • 19.

    Vishal Mega Mart Ltd

    Consumer Cyclical

    1.97%
  • 20.

    Vedanta Aluminium Metal Ltd

    Basic Materials

    1.93%
  • 21.

    Indian Bank

    Financial Services

    1.92%
  • 22.

    SBI Life Insurance Co Ltd

    Financial Services

    1.84%
  • 23.

    UltraTech Cement Ltd

    Basic Materials

    1.81%
  • 24.

    Avenue Supermarts Ltd

    Consumer Defensive

    1.77%
  • 25.

    ICICI Lombard General Insurance Co Ltd

    Financial Services

    1.65%
  • 26.

    Mphasis Ltd

    Technology

    1.59%
  • 27.

    Infosys Ltd

    Technology

    1.58%
  • 28.

    Kalpataru Projects International Ltd

    Industrials

    1.48%
  • 29.

    Mankind Pharma Ltd

    Healthcare

    1.46%
  • 30.

    Oberoi Realty Ltd

    Real Estate

    1.44%
  • 31.

    Brigade Enterprises Ltd

    Real Estate

    1.42%
  • 32.

    Happy Forgings Ltd

    Industrials

    1.41%
  • 33.

    Reliance Industries Ltd

    Energy

    1.36%
  • 34.

    UNO Minda Ltd

    Consumer Cyclical

    1.35%
  • 35.

    Hexaware Technologies Ltd Ordinary Shares

    Technology

    1.26%
  • 36.

    TVS Motor Co Ltd

    Consumer Cyclical

    1.21%
  • 37.

    Sagility Ltd

    Healthcare

    1.20%
  • 38.

    Aptus Value Housing Finance India Ltd

    Financial Services

    1.13%
  • 39.

    NTPC Ltd

    Utilities

    1.12%
  • 40.

    Jubilant Ingrevia Ltd Ordinary Shares

    Basic Materials

    1.06%
  • 41.

    Corona Remedies Ltd

    Healthcare

    1.00%
  • 42.

    LG Electronics India Ltd

    Technology

    0.99%
  • 43.

    ICICI Prudential Asset Management Co Ltd

    Financial Services

    0.99%
  • 44.

    SBI Funds Management Ltd

    Financial Services

    0.90%
  • 45.

    Hindustan Aeronautics Ltd Ordinary Shares

    Industrials

    0.82%
  • 46.

    Tenneco Clean Air India Ltd

    Consumer Cyclical

    0.79%
  • 47.

    ITC Ltd

    Consumer Defensive

    0.74%
  • 48.

    Triparty Repo

    0.68%
  • 49.

    Medi Assist Healthcare Services Ltd

    Healthcare

    0.68%
  • 50.

    Shadowfax Technologies Ltd

    Industrials

    0.67%
  • 51.

    CMS Info Systems Ltd

    Industrials

    0.66%
  • 52.

    Western Carriers (India) Ltd

    Industrials

    0.26%
  • 53.

    Net Current Assets/(Liabilities)

    0.04%
  • 54.

    United Spirits Ltd

    -
  • 55.

    Mahindra Lifespace Developers Ltd

    -
  • 56.

    Brainbees Solutions Ltd

    -

Sector allocation

  • Financial Services28.06%
  • Healthcare16.96%
  • Consumer Cyclical13.78%
  • Industrials13.10%
  • Basic Materials6.81%
  • Technology5.42%
  • Consumer Defensive4.55%
  • Utilities3.49%
  • Communication Services2.98%
  • Real Estate2.86%
  • Energy1.36%
  • Unclassified0.72%

Comparable peers

  • SBI Healthcare Opportunities Growth Direct Plan

    SBI Healthcare Opportunities (G) · ₹5.80 K Cr AUM

    1Y+22.13%
    3Y+24.61%
    -

  • Mirae Asset Healthcare Growth Direct Plan

    Mirae Healthcare (G) · ₹3.44 K Cr AUM

    1Y+20.35%
    3Y+23.20%
    -

  • UTI Healthcare Growth Direct Plan

    UTI Healthcare (G) · ₹1.44 K Cr AUM

    1Y+17.28%
    3Y+24.42%
    -

  • HDFC Transportation & Logistics Growth Direct Plan

    HDFC Transportation & Logistics (G) · ₹1.96 K Cr AUM

    1Y+9.79%
    3Y+25.46%
    -

  • Kotak Business Cycle Growth Direct Plan

    Kotak Business Cycle (G) · ₹3.41 K Cr AUM

    1Y+5.10%
    3Y+15.49%
    -

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 details

Scheme code
150624
Fund house
Kotak Mahindra Mutual Fund
Category
Open Ended
Type
Equity Scheme
Sub-category
Sectoral/Thematic
Plan
Direct
Return type
Growth
ISIN (Growth)
INF174KA1JN6
ISIN (Div. Reinvest)
-
Tradable on exchange
No

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