How to Invest in Kotak Business Cycle Fund Direct Growth?

You can easily invest in Kotak Business Cycle Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Kotak Business Cycle Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Kotak Business Cycle Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Kotak Business Cycle Fund Direct Growth provide?

The Kotak Business Cycle Fund Direct Growth has been there from 28 Sep 2022 and the average annual returns provided by this fund is 14.87% since its inception.

How much expense ratio is charged by Kotak Business Cycle Fund Direct Growth?

The term Expense Ratio used for Kotak Business Cycle Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Kotak Business Cycle Fund Direct Growth is 0.30% as of 04 Dec 2023...

What is the AUM of Kotak Business Cycle Fund Direct Growth?

The AUM, short for Assets Under Management of Kotak Business Cycle Fund Direct Growth is ₹2,376.52Cr as of 04 Dec 2023.

How to Redeem Kotak Business Cycle Fund Direct Growth?

If you want to sell your Kotak Business Cycle Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Kotak Business Cycle Fund Direct Growth?

You can select either SIP or Lumpsum investment of Kotak Business Cycle Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Kotak Business Cycle Fund Direct Growth?

The NAV of Kotak Business Cycle Fund Direct Growth is ₹11.98 as of 01 Dec 2023.

What is the PE and PB ratio of Kotak Business Cycle Fund Direct Growth?

The PE ratio ratio of Kotak Business Cycle Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Kotak Business Cycle Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

<img alt="Kotak Business Cycle Fund Direct   Growth" srcSet="https://assets-netstorage.groww.in/mf-assets/logos/kotak_groww.png 1x, https://assets-netstorage.groww.in/mf-assets/logos/kotak_groww.png 2x" src="https://assets-netstorage.groww.in/mf-assets/logos/kotak_groww.png" decoding="async" data-nimg="intrinsic" style="position:absolute;top:0;left:0;bottom:0;right:0;box-sizing:border-box;padding:0;border:none;margin:auto;display:block;width:0;height:0;min-width:100%;max-width:100%;min-height:100%;max-height:100%" class="companyLogo_companyImage__bT0On absolute-center mfh239Logo" loading="lazy"/>
Kotak Business Cycle Fund Direct Growth
Equity
Sectoral / Thematic
Very High Risk
1M
6M
1Y
All
 NAV: 01 Dec 2023₹11.98
Min. SIP amount₹100
RatingNA
Fund size₹2,376.52Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Absolute returns
3M6M1YAll
Fund returns2.0%12.5%14.4%17.3%
Category averageNANA20.9%NA
Rank with in category484040NA
Understand terms
Holdings (57)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity4.8%
ICICI Bank Ltd.
FinancialEquity4.5%
Infosys Ltd.
TechnologyEquity3.9%
Maruti Suzuki India Ltd.
AutomobileEquity3.7%
LTIMindtree Ltd.
TechnologyEquity3.6%
Axis Bank Ltd.
FinancialEquity3.4%
Larsen & Toubro Ltd.
ConstructionEquity3.1%
Ultratech Cement Ltd.
ConstructionEquity2.7%
Bharat Forge Ltd.
AutomobileEquity2.7%
Bosch Ltd.
AutomobileEquity2.7%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Sectoral / Thematic
Pros
Cons
Lower expense ratio: 0.3%
1Y annualised returns lower than category average by 6.03%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
27 Nov 2023 - Present
0.30%
26 Nov 2023 - 27 Nov 2023
0.30%
25 Nov 2023 - 26 Nov 2023
0.30%
24 Nov 2023 - 25 Nov 2023
0.30%
23 Nov 2023 - 24 Nov 2023
0.30%
22 Nov 2023 - 23 Nov 2023
0.30%
21 Nov 2023 - 22 Nov 2023
0.30%
20 Nov 2023 - 21 Nov 2023
0.30%
19 Nov 2023 - 20 Nov 2023
0.30%
18 Nov 2023 - 19 Nov 2023
0.30%
17 Nov 2023 - 18 Nov 2023
0.30%
16 Nov 2023 - 17 Nov 2023
0.30%
15 Nov 2023 - 16 Nov 2023
0.30%
14 Nov 2023 - 15 Nov 2023
0.30%
13 Nov 2023 - 14 Nov 2023
0.30%
12 Nov 2023 - 13 Nov 2023
0.30%
11 Nov 2023 - 12 Nov 2023
0.30%
10 Nov 2023 - 11 Nov 2023
0.30%
09 Nov 2023 - 10 Nov 2023
0.30%
08 Nov 2023 - 09 Nov 2023
0.30%
07 Nov 2023 - 08 Nov 2023
0.30%
06 Nov 2023 - 07 Nov 2023
0.30%
05 Nov 2023 - 06 Nov 2023
0.30%
04 Nov 2023 - 05 Nov 2023
0.30%
03 Nov 2023 - 04 Nov 2023
0.30%
02 Nov 2023 - 03 Nov 2023
0.30%
01 Nov 2023 - 02 Nov 2023
0.30%
31 Oct 2023 - 01 Nov 2023
0.30%
30 Oct 2023 - 31 Oct 2023
0.30%
29 Oct 2023 - 30 Oct 2023
0.30%
28 Oct 2023 - 29 Oct 2023
0.30%
27 Oct 2023 - 28 Oct 2023
0.30%
26 Oct 2023 - 27 Oct 2023
0.30%
25 Oct 2023 - 26 Oct 2023
0.30%
24 Oct 2023 - 25 Oct 2023
0.30%
23 Oct 2023 - 24 Oct 2023
0.30%
22 Oct 2023 - 23 Oct 2023
0.30%
21 Oct 2023 - 22 Oct 2023
0.30%
20 Oct 2023 - 21 Oct 2023
0.30%
19 Oct 2023 - 20 Oct 2023
0.30%
18 Oct 2023 - 19 Oct 2023
0.30%
17 Oct 2023 - 18 Oct 2023
0.30%
16 Oct 2023 - 17 Oct 2023
0.27%
15 Oct 2023 - 16 Oct 2023
0.27%
14 Oct 2023 - 15 Oct 2023
0.27%
13 Oct 2023 - 14 Oct 2023
0.27%
12 Oct 2023 - 13 Oct 2023
0.27%
11 Oct 2023 - 12 Oct 2023
0.27%
10 Oct 2023 - 11 Oct 2023
0.26%
09 Oct 2023 - 10 Oct 2023
0.26%
08 Oct 2023 - 09 Oct 2023
0.26%
07 Oct 2023 - 08 Oct 2023
0.26%
06 Oct 2023 - 07 Oct 2023
0.26%
05 Oct 2023 - 06 Oct 2023
0.26%
04 Oct 2023 - 05 Oct 2023
0.26%
03 Oct 2023 - 04 Oct 2023
0.26%
02 Oct 2023 - 03 Oct 2023
0.26%
01 Oct 2023 - 02 Oct 2023
0.26%
30 Sep 2023 - 01 Oct 2023
0.26%
29 Sep 2023 - 30 Sep 2023
0.26%
28 Sep 2023 - 29 Sep 2023
0.26%
27 Sep 2023 - 28 Sep 2023
0.26%
26 Sep 2023 - 27 Sep 2023
0.26%
25 Sep 2023 - 26 Sep 2023
0.26%
24 Sep 2023 - 25 Sep 2023
0.26%
23 Sep 2023 - 24 Sep 2023
0.26%
22 Sep 2023 - 23 Sep 2023
0.26%
21 Sep 2023 - 22 Sep 2023
0.26%
20 Sep 2023 - 21 Sep 2023
0.26%
19 Sep 2023 - 20 Sep 2023
0.26%
18 Sep 2023 - 19 Sep 2023
0.26%
17 Sep 2023 - 18 Sep 2023
0.26%
16 Sep 2023 - 17 Sep 2023
0.26%
15 Sep 2023 - 16 Sep 2023
0.26%
14 Sep 2023 - 15 Sep 2023
0.26%
13 Sep 2023 - 14 Sep 2023
0.26%
12 Sep 2023 - 13 Sep 2023
0.26%
11 Sep 2023 - 12 Sep 2023
0.26%
10 Sep 2023 - 11 Sep 2023
0.26%
09 Sep 2023 - 10 Sep 2023
0.26%
08 Sep 2023 - 09 Sep 2023
0.26%
07 Sep 2023 - 08 Sep 2023
0.26%
06 Sep 2023 - 07 Sep 2023
0.26%
05 Sep 2023 - 06 Sep 2023
0.26%
04 Sep 2023 - 05 Sep 2023
0.26%
03 Sep 2023 - 04 Sep 2023
0.26%
02 Sep 2023 - 03 Sep 2023
0.26%
01 Sep 2023 - 02 Sep 2023
0.26%
31 Aug 2023 - 01 Sep 2023
0.26%
31 Jul 2023 - 31 Aug 2023
0.28%
30 Jun 2023 - 31 Jul 2023
0.25%
31 May 2023 - 30 Jun 2023
0.25%
30 Apr 2023 - 31 May 2023
0.26%
31 Mar 2023 - 30 Apr 2023
0.26%
28 Feb 2023 - 31 Mar 2023
0.26%
31 Jan 2023 - 28 Feb 2023
0.26%
31 Dec 2022 - 31 Jan 2023
0.26%
31 Dec 2022 - 31 Dec 2022
0.26%
31 Dec 2022 - 31 Dec 2022
0.26%
31 Dec 2022 - 31 Dec 2022
0.26%
30 Nov 2022 - 31 Dec 2022
0.25%
30 Nov 2022 - 30 Nov 2022
0.25%
30 Nov 2022 - 30 Nov 2022
0.25%
Expense ratio, exit load and taxExpense ratio: 0.30%Inclusive of GST
Exit loadExit load of 1%, if redeemed within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementPankaj Tibrewal
Sep 2022 - Present
View details
Education
Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K.
Experience
Prior to joining Kotak AMC he has worked with Principal Asset Management Company. as Fund Manager.
Also manages these schemes
Kotak Emerging Equity Fund Direct Growth
Kotak Small Cap Fund Direct Growth
Kotak Equity Hybrid Fund Direct Growth
Kotak Business Cycle Fund Direct Growth
Abhishek Bisen
Sep 2022 - Present
View details
Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes
Kotak Bond Fund Direct Growth
Kotak Bond Short Term Fund Direct Growth
Kotak Dynamic Bond Fund Direct Growth
Kotak Gilt Investment PF & Trust Direct Growth
Kotak Multi Asset Allocator FoF Dynamic Direct Growth
Kotak Gold Fund Direct Growth
Kotak Debt Hybrid Fund Direct Growth
Kotak Banking and PSU Debt Fund Direct Growth
Kotak Equity Savings Fund Direct Growth
Kotak Equity Hybrid Fund Direct Growth
Kotak Capital Protection Oriented Scheme Series 4 Direct Growth
Kotak Balanced Advantage Fund Direct Growth
Kotak Nasdaq 100 FOF Direct Growth
Kotak Nifty 50 Index Fund Direct Growth
Kotak Multicap Fund Direct Growth
Kotak Manufacture in India Fund Direct Growth
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Direct Growth
Kotak Business Cycle Fund Direct Growth
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund Direct Growth
Kotak All Weather Debt FOF Direct Growth
Kotak Nifty SDL Jul 2026 Index Fund Direct Growth
Kotak Banking & Financial Services Fund Direct Growth
Kotak Nifty SDL Jul 2033 Index Fund Direct Growth
Kotak Silver ETF FoF Direct Growth
Kotak Nifty SDL Jul 2028 Index Fund Direct Growth
Kotak Nifty Smallcap 50 Index Fund Direct Growth
Kotak Nifty 200 Momentum 30 Index Fund Direct Growth
Kotak Quant Fund Direct Growth
Kotak Nifty Financial Services Ex Bank Index Fund Direct Growth
Kotak S&P BSE Housing Index Fund Direct Growth
Kotak Multi Asset Allocation Fund Direct Growth
Kotak Consumption Fund Direct Growth
Arjun Khanna
Sep 2022 - Present
View details
Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes
Kotak Emerging Equity Fund Direct Growth
Kotak Multi Asset Allocator FoF Dynamic Direct Growth
Kotak Global Emerging Market Fund Direct Growth
Kotak Bluechip Fund Direct Growth
Kotak Equity Opportunities Fund Direct Growth
Kotak Small Cap Fund Direct Growth
Kotak Flexicap Fund Direct Growth
Kotak Equity Savings Fund Direct Growth
Kotak Equity Hybrid Fund Direct Growth
Kotak Infrastructure and Economic Reform Fund Direct Growth
Kotak World Gold Fund Direct Growth
Kotak US Equity Fund Standard Direct Growth
Kotak Balanced Advantage Fund Direct Growth
Kotak Floating Rate Fund Direct Growth
Kotak Focused Equity Fund Direct Growth
Kotak Pioneer Fund Direct Growth
Kotak ESG Opportunities Fund Direct Growth
Kotak International REIT FOF Direct Growth
Kotak Nasdaq 100 FOF Direct Growth
Kotak Global Innovation FoF Direct Growth
Kotak Multicap Fund Direct Growth
Kotak Business Cycle Fund Direct Growth
Kotak Banking & Financial Services Fund Direct Growth
Kotak Quant Fund Direct Growth
Kotak Multi Asset Allocation Fund Direct Growth
Kotak Consumption Fund Direct Growth
Harish Bihani
Oct 2023 - Present
View details
Education
Mr. Bihani has done MBA in Finance
Experience
Prior to joining Kotak Mutual Fund, he has worked with ICICI Prudential Mutual Fund, SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.
Also manages these schemes
Kotak Small Cap Fund Direct Growth
ICICI Prudential Smallcap Fund Direct Plan Growth
ICICI Prudential ELSS Tax Saver Direct Plan Growth
Kotak Pioneer Fund Direct Growth
Kotak Business Cycle Fund Direct Growth
ICICI Prudential Transportation and Logistics Fund Direct Growth
Fund house & investment objective
Kotak Mahindra Mutual Fund
Rank (total assets)#5 in India
Total AUM₹2,85,392.44Cr
Date of Incorporation05 Aug 1994
 Kotak Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Pankaj Tibrewal is the Current Fund Manager of Kotak Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,85,392 Cr and the Latest NAV as of 01 Dec 2023 is ₹11.98.
The Kotak Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1%, if redeemed within 1 year.
;
Investment ObjectiveThe scheme seeks 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.
;
Fund benchmarkNIFTY 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
[email protected]
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Kotak Business Cycle Fund Direct Growth
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	2.0%	12.5%	14.4%	17.3%
Category average	NA	NA	20.9%	NA
Rank with in category	48	40	40	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	4.8%
ICICI Bank Ltd.	Financial	Equity	4.5%
Infosys Ltd.	Technology	Equity	3.9%
Maruti Suzuki India Ltd.	Automobile	Equity	3.7%
LTIMindtree Ltd.	Technology	Equity	3.6%
Axis Bank Ltd.	Financial	Equity	3.4%
Larsen & Toubro Ltd.	Construction	Equity	3.1%
Ultratech Cement Ltd.	Construction	Equity	2.7%
Bharat Forge Ltd.	Automobile	Equity	2.7%
Bosch Ltd.	Automobile	Equity	2.7%

Rank (total assets)	#5 in India
Total AUM	₹2,85,392.44Cr

Date of Incorporation	05 Aug 1994

Fund benchmark	NIFTY 500 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Contact Us
PRODUCTS
StocksFutures & OptionsIPOMutual FundsCreditBill Payments
GROWW
About UsPricingBlogMedia & PressCareersHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestSitemap
ⓒ 2016-2023 Groww. All rights reserved, Built with ♥in India

Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100

Rating	NA
Fund size	₹2,376.52Cr

Kotak Business Cycle Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (57)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.30%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Pankaj TibrewalSep 2022 - PresentView details

Abhishek BisenSep 2022 - PresentView details

Arjun KhannaSep 2022 - PresentView details

Harish BihaniOct 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Pankaj Tibrewal
Sep 2022 - Present
View details

Abhishek Bisen
Sep 2022 - Present
View details

Arjun Khanna
Sep 2022 - Present
View details

Harish Bihani
Oct 2023 - Present
View details