What are the 1-year returns of Kotak Business Cycle Fund-Regular Plan-IDCW option?

Kotak Business Cycle Fund-Regular Plan-IDCW option has delivered +5.09% returns over the past 1 year.

Who manages Kotak Business Cycle Fund-Regular Plan-IDCW option?

Kotak Business Cycle Fund-Regular Plan-IDCW option is managed by Kotak Mahindra Mutual Fund and falls under the Equity category.

Mutual Funds

Kotak Business Cycle Fund-Regular Plan-IDCW option

Q: What is the current NAV of Kotak Business Cycle Fund-Regular Plan-IDCW option?

The latest NAV of Kotak Business Cycle Fund-Regular Plan-IDCW option is ₹15.96 as of 2026-07-17.

Kotak Mahindra Mutual FundSectoral/ThematicVery High Risk

₹15.96+0.01 (+0.04%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹3,302 Cr

1Y Return

+5.1%

3Y CAGR

+15.4%

5Y CAGR

Expense

1.97%

Risk

Very High

Kotak Business Cycle Fund-Regular Plan-IDCW option

₹15.96+0.04%

1Y Return

+5.1%

3Y CAGR

+15.4%

5Y CAGR

Since Inception

+12.9%

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NAV History

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52-Week NAV Range

₹13.36

₹16.86

74% from 52W low

Fund Information

Sectoral/ThematicEquitySince 06-10-2022

Fund House

Kotak Mahindra Mutual Fund

Portfolio Composition

Asset Allocation

Equity99.3%

Cash0.7%

Market Cap Split

Large Cap45.4%

Mid Cap23.4%

Small Cap24.4%

Top Holdings

54 stocks

Weight1M Change

ICICI Bank Ltd

Financial Services

8.27%0.0%

Aditya Infotech Ltd

Industrials

5.62%0.0%

Axis Bank Ltd

Financial Services

4.16%0.0%

Aster DM Healthcare Ltd Ordinary Shares

Healthcare

3.97%0.0%

Krishna Institute of Medical Sciences Ltd

Healthcare

3.65%0.0%

Eternal Ltd

Consumer Cyclical

3.46%+7.5%

HDFC Bank Ltd

Financial Services

3.04%+13.5%

Vijaya Diagnostic Centre Ltd

Healthcare

3.02%0.0%

Bharti Hexacom Ltd

Communication Services

2.84%0.0%

Shriram Finance Ltd

Financial Services

2.72%0.0%

Sector Allocation

Weight1M Change

Financial Services

28.2%+14%

Healthcare

17.1%0%

Consumer Cyclical

13.8%+7%

Industrials

10.4%-3%

Basic Materials

6.6%0%

Consumer Defensive

6.2%0%

Technology

5.1%0%

Real Estate

3.9%0%

Utilities

3.8%0%

Communication Services

2.8%0%

Energy

1.4%0%

Fundamentals

P/E Ratio

28.85

Cat avg: 29.36

P/B Ratio

4.17

Cat avg: 4.46

Dividend Yield

0.90%

Cat avg: 1.20%

Price/Sale

4.02

Price/Cash Flow

25.27

Risk Metrics (3Y)

Sharpe Ratio

0.60

Sortino Ratio

0.86

Std Deviation

15.31%

Peer Comparison

Fund	AUM (Cr)	Exp %	1Y	3Y	5Y
Kotak Business Cycle Reg IDCW-P	3,302	1.97	+5.1%	+15.4%	-
ICICI Pru India Opports Reg IDCW-P	37,257	1.31	+0.7%	+15.9%	+17.9%
ICICI Pru Business Cycle Reg IDCW-P	16,138	1.42	+1.0%	+15.6%	+15.7%
HDFC Defence Reg IDCW-P	10,529	1.79	+18.3%	+39.8%	-
HDFC Manufacturing Reg IDCW-P	10,328	1.80	+5.4%	-	-
Franklin India Opportunities IDCW-P	9,192	1.51	+0.7%	+20.7%	+17.7%
Nippon India Power & Infra Bns	8,043	1.53	+8.2%	+21.7%	+22.0%
ICICI Pru Innovt Reg IDCW-P	7,609	1.53	+3.3%	+18.7%	-
ICICI Pru Manufacturing IDCW-P	6,843	1.55	+7.9%	+20.1%	+18.6%
SBI PSU Reg IDCW-P	6,684	1.81	+6.2%	+24.9%	+23.0%

What If I Had Invested?

Investment Amount

₹

NAV history not available for this range

Key Metrics

AUM₹3,302 Cr

Expense Ratio1.97%

Volatility (3Y)15.3%

Sharpe Ratio0.60

Sortino Ratio0.86

Beta-

Min SIP₹500

Min Lumpsum₹5,000

Holdings53

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Key Metrics

AUM₹3,302 Cr

Expense Ratio1.97%

Volatility (3Y)15.3%

Sharpe Ratio0.60

Sortino Ratio0.86

Beta-

Min SIP₹500

Min Lumpsum₹5,000

Holdings53

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.