Kotak Business Cycle Fund Idcw Payout Direct Plan

Risk: Very High
₹ 15.60
NAV (Jul 25,2024)

Introducing the Kotak Business Cycle Fund - IDCW Payout - Direct Plan, a smart investment option designed for Indian investors. With an expense ratio of 0.3, this fund offers great value for money. Its current PE ratio stands at 43.39 and PB ratio at 6.40, indicating attractive growth potential. The scheme's AUM is ₹2489.95 crore, and the minimum investment required is just ₹100. Enjoy the flexibility of a zero lock-in period. Established on September 28, 2022, this fund is perfect for those seeking long-term wealth creation.

Kotak Business Cycle Fund Idcw Payout Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Business Cycle Fund Idcw Payout Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    43.39
  • P/B Ratio
    UM_URBAN_MONEY

    6.40
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.86
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.30%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 2489.95 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,385.1 (13.85%)₹ 12,533.94 (25.34%)₹ 13,763.56 (37.64%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 34,155.3 (13.85%)₹ 37,601.82 (25.34%)₹ 41,290.68 (37.64%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 56,925.5 (13.85%)₹ 62,669.7 (25.34%)₹ 68,817.8 (37.64%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 91,080.8 (13.85%)₹ 1,00,271.52 (25.34%)₹ 1,10,108.48 (37.64%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,13,851 (13.85%)₹ 1,25,339.4 (25.34%)₹ 1,37,635.6 (37.64%)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI BANK LTD5.32%
  • HDFC BANK LTD5.15%
  • AXIS BANK LTD3.39%
  • Maruti Suzuki India Limited3.26%
  • Bharat Forge Ltd3.14%
  • Larsen & Toubro Infotech Ltd2.79%
  • Larsen and Toubro Ltd2.75%
  • Bajaj Finance Ltd2.66%
  • Century Plyboards India Ltd2.64%
  • RELIANCE INDUSTRIES LTD2.60%
  • SUN PHARMACEUTICAL INDUSTRIES LTD2.43%
  • ITC Ltd2.41%
  • Carborundum Universal Ltd2.32%
  • Ultratech Cement Ltd2.32%
  • Infosys Ltd2.29%
  • AU SMALL FINANCE BANK LTD2.18%
  • MANKIND PHARMA LTD2.18%
  • Godrej Consumer Products Ltd2.05%
  • Bosch Limited2.04%
  • SRF Ltd1.88%
  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD1.84%
  • Sun TV Network Limited1.79%
  • United Spirits Ltd1.77%
  • Whirlpool of India Ltd1.77%
  • Oberoi Realty Limited1.73%
  • Mahindra Lifespace Developers Ltd1.70%
  • AMBUJA CEMENTS LTD1.68%
  • Honeywell Automation India Ltd1.57%
  • SBI Life Insurance Company Ltd1.51%
  • Dabur India Ltd1.50%
  • SKF India Ltd1.48%
  • INDUSIND BANK LTD1.44%
  • Triparty Repo1.39%
  • Tech Mahindra Ltd1.33%
  • Kajaria Ceramics Ltd1.33%
  • BLUE STAR LTD1.32%
  • INOX INDIA LTD1.29%
  • Zomato Ltd1.29%
  • Minda Industries Ltd1.24%
  • Bata India Ltd1.19%
  • HAPPY FORGINGS LTD1.17%
  • Cummins India Ltd1.12%
  • Avenue Supermarts Ltd1.09%
  • Thermax Ltd1.07%
  • Mahindra & Mahindra Ltd1.04%
  • Computer Age Management Services Limited1.02%
  • KOTAK MAHINDRA BANK LTD1.00%
  • Container Corporation of India Ltd0.86%
  • IPCA Laboratories Ltd0.69%
  • INDIAN BANK0.68%
  • VIP Industries Limited0.67%
  • Hero MotoCorp Ltd0.67%
  • AZAD ENGINEERING LTD0.65%
  • Vedant Fashions Ltd0.58%
  • Aavas Financiers Ltd0.56%
  • Elin Electronics Ltd0.56%
  • P I Industries Ltd0.43%
  • Torrent Pharmaceuticals Ltd0.42%
  • INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD0.24%
  • Net Current Assets Liabilities-0.47%

Holdings Analysis

Peer Comparison

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21.43%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

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19.43%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

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19.16%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

16.40%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

85.95%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

68.22%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

59.35%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

52.53%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

46.50%

Axis Innovation Fund - Regular Plan - GrowthAxis Innovation Fund - Regular Plan - Growth

EQUITY

Very High

32.83%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

29.16%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

28.81%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

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20.66%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

12.70%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

39.04%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

31.22%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

30.44%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.33%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.53%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

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Very High

19.24%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

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Very High

15.38%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

12.33%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

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Very High

11.53%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

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10.76%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

31.19%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

26.32%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

24.38%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

22.86%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

21.81%

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EQUITY

Very High

20.32%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

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Fund Managers

HB

Mr. Harish BihaniFund Manager

Mr. Harish Bihani has joined the AMC as the Fund Manager - Equity in the Investments Department of the AMC. Mr. Harish Bihani has an overall experience of above 10 years.

AB

Mr. Abhishek BisenFund Manager - Debt

Mr. Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek 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.

AK

Mr. Arjun KhannaFund Manager

Mr. Arjun Khanna has over 11 years of experience out of which 10 years has been with Mutual Funds in Equity Research. Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Funds. He has also worked at Citibank N.A. in his earlier stint. He is a Bachelor of Engineering (Electronics) and has done his Masters of Management (Finance) from Jamnalal Bajaj Institute of Management Studies, Mumbai. He has received the Chartered Financial Analyst designation from the CFA Institute.

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FAQ's

What is the risk level associated with the Kotak Business Cycle Fund - IDCW Payout - Direct Plan?

The Kotak Business Cycle Fund - IDCW Payout - Direct Plan is a high-risk mutual fund option.

What is the current NAV (Net Asset Value) of the Kotak Business Cycle Fund - IDCW Payout - Direct Plan as of Jul 25,2024?

The current NAV of the Kotak Business Cycle Fund - IDCW Payout - Direct Plan as of Jul 25,2024 is INR 15.60.

What are the returns generated by the Kotak Business Cycle Fund - IDCW Payout - Direct Plan over the past 1, 3, and 5 years?

The Kotak Business Cycle Fund - IDCW Payout - Direct Plan has delivered returns of 27.86% in the past year, $3yearret over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the Kotak Business Cycle Fund - IDCW Payout - Direct Plan?

The Kotak Business Cycle Fund - IDCW Payout - Direct Plan has an expense ratio of 0.3%.

What is the minimum investment amount required for the Kotak Business Cycle Fund - IDCW Payout - Direct Plan?

The minimum investment amount for the Kotak Business Cycle Fund - IDCW Payout - Direct Plan is INR 100.

Is there a systematic investment plan (SIP) available for the Kotak Business Cycle Fund - IDCW Payout - Direct Plan?

Yes, SIP is available for the Kotak Business Cycle Fund - IDCW Payout - Direct Plan with a minimum investment of INR 100 per month.

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