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Kotak Business Cycle  IDCW-P

Kotak Business Cycle IDCW-P

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation17.6%
Sharpe Ratio0.01

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Services19.41%
Consumers23.74%
Utilities1.37%
Technology6.32%
Capital Goods21.88%
Energy & Infra7.3%
Financial Services19.98%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
ICICI Bank LtdFinancial Services7.69%
Aditya Infotech LtdCapital Goods5.74%
Indo MIM LtdCapital Goods4.39%
Eternal LtdConsumers4.05%
Axis Bank LtdFinancial Services3.67%
Aster DM Quality Care Ltd Ordinary SharesServices3.37%
Krishna Institute of Medical Sciences LtdServices3.23%
Vijaya Diagnostic Centre LtdServices3.11%
ACME Solar Holdings LtdUtilities2.87%
Lenskart Solutions LtdServices2.70%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

HB

Harish Bihani

Mr. Harish Bihani has experience of 18 years. Manages 18 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹20,488 Cr Holds a M.B.A. degree.

Team

41 years

Combined Team Experience

AUM

₹ 98,979 Cr

Assets Under Management

AB
Abhishek Bisen
Co-Portfolio Manager

Mr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.

Firm OverviewFirm Overview

Total AUM₹5,80,249.31 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.07%

iconRegulatory & Tax Information

INF174KA1JL0
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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