Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Kotak Business Cycle Fund-Regular Plan--Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 72/100 · Good
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)15.74%
- Expense ratio (20%)0.7673%
- AUM (15%)₹3,411 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Kotak Mahindra Mutual Fund · Equity · Thematic
₹18.38
AUM: ₹3,411 Cr
NAV updated 19 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
0.7673%
Exit Load
0.5% for redemption within 90 Days
Fund Manager
Pankaj Tibrewal
Inception
Sep 2022
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
0.08
Std Dev (1Y)
14.08%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.35%
3m
+8.13%
6m
+12.18%
1y
+6.39%
3y
+15.74%
5y
—
10y
—
since inception
+14.86%
TopFund's Take on Kotak Business Cycle Fund-Regular Plan--Growth
Kotak Business Cycle Fund-Regular Plan--Growth holds up reasonably well within the Thematic category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 72/100.
Cost: At 0.7673%, the expense ratio is meaningfully cheaper — about 22% below the Thematic category average of 0.99% (based on 876 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.08 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 14.08% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Kotak Business Cycle Fund-Regular Plan--Growth
The current NAV (Net Asset Value) of Kotak Business Cycle Fund-Regular Plan--Growth is ₹18.38. NAV is updated every business day after market close by AMFI.
1Y: 6.39% · 3Y CAGR: 15.74%
The expense ratio of Kotak Business Cycle Fund-Regular Plan--Growth is 0.7673% per annum. This is the annual fee charged by the fund to manage your investment.
Kotak Business Cycle Fund-Regular Plan--Growth is managed by Pankaj Tibrewal at Kotak Mahindra Mutual Fund.
Kotak Business Cycle Fund-Regular Plan--Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Kotak Business Cycle Fund-Regular Plan--Growth is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Kotak Business Cycle Fund-Regular Plan--Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Kotak Business Cycle Fund-Regular Plan--Growth is ₹3,411 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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