Kotak Business Cycle Fund Regular - Growth
Equity
Thematic-Business Cycle
₹-0.31% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹3303 Cr
- Created on3 Sep 2022
Fund Ranking
#1
/ 18 in Thematic-Business Cycle
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month7.7%
- 1 Year3.3%
- 3 Year (CAGR)14.6%
- All Time (CAGR)14.7%
Category Return
- 6 Month6.2%
- 1 Year1.0%
- 3 Year (CAGR)14.0%
- All Time (CAGR)-
Asset Allocation
- Equity99.3%
- Other0.7%
Top 5 Holdings
Top 5 Sectors
- Hexaware Technologies1.69%
- HDFC Bank3.32%
- ICICI Bank5.10%
- ITC1.17%
- Infosys2.48%
Fund Information
- Expense Ratio2.07%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.63 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.31 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 2.77 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.95