Kotak Business Cycle Fund-Regular Plan-IDCW option

Kotak Business Cycle Fund-Regular Plan-IDCW option is a scheme launched by Kotak Mutual Fund on September 28, 2022, and falls under the Other Themes fund category. It currently manages an AUM of Rs 2,948.83 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.96% for managing the portfolio.

• Investing Strategy:

  The scheme shall seek to generate long term 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.

• Performance:

  Kotak Business Cycle Fund-Regular Plan-IDCW option trailing returns over different times are 8.24% (1 year), 18.21% (3 year) and 0% (5 year). The average annual return of this fund stands at 5.86%.