Kotak business cycle fund

The What’s the USP? According to the fund home, listed below are some causes for buyers to select the scheme. One, the scheme will make use of a prime down and backside up method by which it identifies promising sectors and firms in them . The portfolio might be targeted on a couple of chosen sectors that are more likely to do effectively in a selected enterprise cycle. Subsequently, for figuring out firms inside these sectors, the portfolio building might be primarily based on bottom-up inventory choosing utilizing the Business, Management and Valuation (BMV) mannequin Two, the scheme has the flexibleness to purchase throughout market capitalisations. It may also make investments throughout sectors. The scheme will make investments 80 % of the corpus in fairness associated securities as per the completely different enterprise cycles. The final restoration cycle of the covid 19 pandemic witnessed sectors resembling vitality, metals and capital items carry out effectively. The Kotak Who ought to make investments? The buyers looking for to generate long run capital appreciation by investing predominantly in fairness and fairness associated securities with a concentrate on driving enterprise cycles by dynamic allocation between varied sectors and shares at completely different phases of enterprise cycles within the financial system, says the fund home. Our take We all the time inform our readers to keep away from NFOs and persist with present schemes with a long-term efficien...

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. However, there is no assurance that the objective of the scheme will be realized. 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. However, there is no assurance that the objective of the scheme will be realized. What is the close date of Kotak Business Cycle Fund – Direct (G) ? More Information CIN - L67190MH2007PLC289249 | Stock Broker SEBI Regn.: INZ000010231 | SEBI RA Regn.: INH000004680 | SEBI Depository Regn.: IN DP CDSL: IN-DP-192-2016 | AMFI REGN No.: ARN-104096, NSE Member id: 14300 | BSE Member id: 6363 | MCX Member ID: 55945 *Brokerage will be levied flat fee/executed trade basis and not on percentage basis. Flat fee of ₹10/trade is available with Platinum and Titanium Subscription plans. Investment in securities market are subject to market risk, read all related documents carefully before investing. Digital account would be opened after all procedure relating to IPV and client due diligence is completed. If sale/purchase value of share of â‚...

Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm. Kotak Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Pankaj Tibrewal is the Current Fund Manager of Kotak Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,85,392 Cr and the Latest NAV as of 16 Jun 2023 is ₹11.00. The Kotak Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 1 year. ; Investment Objective The scheme seeks 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. ;

Period Lowest Value Highest Value Difference 3 Month 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 6 Month 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 9 Month 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 1 Year 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 2 Year 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 3 Year 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 5 Year 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 52 Week 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% YTD 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% Kotak Business Cycle Fund - Regular Plan - Growth NAV History Date Value 16 Jun 2023 ₹ 10.86 15 Jun 2023 ₹ 10.78 14 Jun 2023 ₹ 10.78 13 Jun 2023 ₹ 10.75 12 Jun 2023 ₹ 10.66 09 Jun 2023 ₹ 10.62 08 Jun 2023 ₹ 10.63 07 Jun 2023 ₹ 10.69 06 Jun 2023 ₹ 10.62 02 Jun 2023 ₹ 10.54 01 Jun 2023 ₹ 10.48 31 May 2023 ₹ 10.50 30 May 2023 ₹ 10.52 26 May 2023 ₹ 10.45 25 May 2023 ₹ 10.35 24 May 2023 ₹ 10.31 23 May 2023 ₹ 10.32 22 May 2023 ₹ 10.31 19 May 2023 ₹ 10.23 18 May 2023 ₹ 10.20 Mutual Fund Schemes Category Risk Absolute Return (1Y) Invesco India PSU Equity Fund - Growth - Direct Plan EQUITY Very High 45.76% Invesco India PSU Equity Fund - IDCW - Direct Plan EQUITY Very High 45.66% Quant Quantamental Fund - IDCW - Direct Plan EQUITY Very High 45.05% Quant Quantamental Fund - Growth - Direct Plan EQUITY Very High 44.36% Invesco India PSU Equity Fund - IDCW EQUITY Very High 43.61% Invesco India PSU Equity Fund - Growth EQUITY Very High 4...

• Name • Value (Cr) • Holding % • Regional Banks • 441.00 • 18.56% • Software & Programming • 190.00 • 8.00% • Constr. - Supplies & Fixtures • 158.00 • 6.62% • Auto & Truck Parts • 135.00 • 5.68% • Construction Services • 122.00 • 5.11% • Biotechnology & Drugs • 116.00 • 4.85% • Auto & Truck Manufacturers • 113.00 • 4.73% • Consumer Financial Services • 109.00 • 4.58% • Chemical Manufacturing • 109.00 • 4.58% • Personal & Household Prods. • 105.00 • 4.38% • Fund Name • UTI Transportation & Logistics Fund Regular Plan Growth31.26% • UTI MNC Fund Regular Plan Growth21.16% • ICICI Prudential Housing Opportunities Fund Regular Growth23.58% • Kotak Business Cycle Fund Regular Growth0% • Axis Business Cycles Fund Regular Growth0% • Fund Name • UTI Transportation & Logistics Fund Regular Plan Growth32.25% • UTI MNC Fund Regular Plan Growth17.54% • ICICI Prudential Housing Opportunities Fund Regular Growth0% • Kotak Business Cycle Fund Regular Growth0% • Axis Business Cycles Fund Regular Growth0% • Fund Name • UTI Transportation & Logistics Fund Regular Plan Growth7.01% • UTI MNC Fund Regular Plan Growth8.21% • ICICI Prudential Housing Opportunities Fund Regular Growth0% • Kotak Business Cycle Fund Regular Growth0% • Axis Business Cycles Fund Regular Growth0% • Fund Name • UTI Transportation & Logistics Fund Regular Plan Growth169.69 • UTI MNC Fund Regular Plan Growth295.07 • ICICI Prudential Housing Opportunities Fund Regular Growth11.53 • Kotak Business Cycle Fund Regular Growth...

- Advertisement - Kotak Business Cycle Fund – Kotak Mahindra Mutual Fund files offer document with SEBI Kotak Mahindra Mutual Fund has filed offer document with SEBI to launch An open ended equity scheme following business cycles based investing theme.. The New Fund Offer price is Rs.10 per unit. The objective of the scheme is 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. “The fund manager for this scheme is Mr. Pankaj Tibrewal Mr. Abhishek Bisen Mr. Arjun Khanna” - Advertisement - “This product is suitable for investors who are seeking Long term capital growth Investment in portfolio of predominantly equity & equity related securities of companies with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy” “The scheme asset allocation will be Equity and Equity Related Securities selected on the basis of business cycle* (80-100%) Other Equity and Equity Related Securities of companies (0-20%) Debt and Money Market Securities# (0-20%) Units of REITs & InvITs (0-10%)” The riskometer for this scheme is Very High Name of Mutual Fund Kotak Mahindra Mutual Fund Scheme Name Kotak Business Cycle Fund About Scheme An open ended equity scheme following business cycles base...

- Advertisement - Kotak Business Cycle Fund – Kotak Mahindra Mutual Fund files offer document with SEBI Kotak Mahindra Mutual Fund has filed offer document with SEBI to launch An open ended equity scheme following business cycles based investing theme.. The New Fund Offer price is Rs.10 per unit. The objective of the scheme is 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. “The fund manager for this scheme is Mr. Pankaj Tibrewal Mr. Abhishek Bisen Mr. Arjun Khanna” - Advertisement - “This product is suitable for investors who are seeking Long term capital growth Investment in portfolio of predominantly equity & equity related securities of companies with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy” “The scheme asset allocation will be Equity and Equity Related Securities selected on the basis of business cycle* (80-100%) Other Equity and Equity Related Securities of companies (0-20%) Debt and Money Market Securities# (0-20%) Units of REITs & InvITs (0-10%)” The riskometer for this scheme is Very High Name of Mutual Fund Kotak Mahindra Mutual Fund Scheme Name Kotak Business Cycle Fund About Scheme An open ended equity scheme following business cycles base...

The What’s the USP? According to the fund home, listed below are some causes for buyers to select the scheme. One, the scheme will make use of a prime down and backside up method by which it identifies promising sectors and firms in them . The portfolio might be targeted on a couple of chosen sectors that are more likely to do effectively in a selected enterprise cycle. Subsequently, for figuring out firms inside these sectors, the portfolio building might be primarily based on bottom-up inventory choosing utilizing the Business, Management and Valuation (BMV) mannequin Two, the scheme has the flexibleness to purchase throughout market capitalisations. It may also make investments throughout sectors. The scheme will make investments 80 % of the corpus in fairness associated securities as per the completely different enterprise cycles. The final restoration cycle of the covid 19 pandemic witnessed sectors resembling vitality, metals and capital items carry out effectively. The Kotak Who ought to make investments? The buyers looking for to generate long run capital appreciation by investing predominantly in fairness and fairness associated securities with a concentrate on driving enterprise cycles by dynamic allocation between varied sectors and shares at completely different phases of enterprise cycles within the financial system, says the fund home. Our take We all the time inform our readers to keep away from NFOs and persist with present schemes with a long-term efficien...

Period Lowest Value Highest Value Difference 3 Month 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 6 Month 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 9 Month 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 1 Year 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 2 Year 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 3 Year 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 5 Year 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% 52 Week 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% YTD 28 Mar, 2023 - 16 Jun, 2023 ₹ 9.46 ₹ 10.86 -1.40% Kotak Business Cycle Fund - Regular Plan - Growth NAV History Date Value 16 Jun 2023 ₹ 10.86 15 Jun 2023 ₹ 10.78 14 Jun 2023 ₹ 10.78 13 Jun 2023 ₹ 10.75 12 Jun 2023 ₹ 10.66 09 Jun 2023 ₹ 10.62 08 Jun 2023 ₹ 10.63 07 Jun 2023 ₹ 10.69 06 Jun 2023 ₹ 10.62 02 Jun 2023 ₹ 10.54 01 Jun 2023 ₹ 10.48 31 May 2023 ₹ 10.50 30 May 2023 ₹ 10.52 26 May 2023 ₹ 10.45 25 May 2023 ₹ 10.35 24 May 2023 ₹ 10.31 23 May 2023 ₹ 10.32 22 May 2023 ₹ 10.31 19 May 2023 ₹ 10.23 18 May 2023 ₹ 10.20 Mutual Fund Schemes Category Risk Absolute Return (1Y) Invesco India PSU Equity Fund - Growth - Direct Plan EQUITY Very High 45.76% Invesco India PSU Equity Fund - IDCW - Direct Plan EQUITY Very High 45.66% Quant Quantamental Fund - IDCW - Direct Plan EQUITY Very High 45.05% Quant Quantamental Fund - Growth - Direct Plan EQUITY Very High 44.36% Invesco India PSU Equity Fund - IDCW EQUITY Very High 43.61% Invesco India PSU Equity Fund - Growth EQUITY Very High 4...

Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm. Kotak Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Pankaj Tibrewal is the Current Fund Manager of Kotak Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,85,392 Cr and the Latest NAV as of 16 Jun 2023 is ₹11.00. The Kotak Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 1 year. ; Investment Objective The scheme seeks 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. ;