π―Investment Objective
βThe investment objective of the scheme is to generate 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.β
Source: Kotak Business Cycle Fund scheme information document
AI Summary
indian-fundRule-based from financial data. Not advice.
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity, it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
The fund holds 17% in cash, above typical levels. This could indicate the fund manager is waiting for better entry points or being defensive.
Asset Allocation - The Single Most Important Investment Decision β
Sector Allocation
β Well-diversified, no sector dominates, with the top 3 at just 30.1%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101β250 by market cap) β offering a balance of growth potential and relative stability. The βBlendβ position means the portfolio mixes both value and growth stocks β a balanced approach.
π What do Large/Mid/Small Cap mean? βKey Metrics
Fund DNA
Portfolio Holdings55 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (β green) means they're buying more, decreasing (β red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
π Learn: Diversification & Asset Allocation β| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | ICICI BANK LTD. | Banks | 6.3% | - | |
| 2 | AXIS BANK LTD. | Banks | 4.4% | - | |
| 3 | ASTER DM HEALTHCARE LTD | Healthcare Services | 3.7% | - | |
| 4 | BHARTI HEXACOM LTD. | Telecom - Services | 3.3% | - | |
| 5 | ADITYA INFOTECH LIMITED | Industrial Manufacturing | 3.0% | - | |
| 6 | HDFC BANK LTD. | Banks | 3.0% | - | |
| 7 | Maruti Suzuki India Limited | Automobiles | 2.9% | - | |
| 8 | Triparty Repo | Other / Non-Equity | 2.8% | - | |
| 9 | SHRIRAM FINANCE LIMITED | Finance | 2.6% | - | |
| 10 | KRISHNA INSTITUTE OF MEDICAL SCIENCES LTD. | Healthcare Services | 2.6% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Kotak Business Cycle Fund's historical returns
β οΈ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
π‘ Why SIP works: Investing βΉ10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| +1.558920489467508% | +26.40656512970303% | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
π€Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.