Kotak Business Cycle Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation17.5%
Sharpe Ratio0.21
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services4.93%
Bharti Hexacom LtdServices4.24%
Aster DM Healthcare Ltd Ordinary SharesServices3.57%
Axis Bank LtdFinancial Services3.39%
Godrej Consumer Products LtdConsumers2.94%
Hexaware Technologies Ltd Ordinary SharesTechnology2.93%
Vishal Mega Mart LtdConsumers2.93%
Eternal LtdConsumers2.77%
Krishna Institute of Medical Sciences LtdServices2.70%
HDFC Bank LtdFinancial Services2.64%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.95%
Regulatory & Tax Information
INF174KA1JL0
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)