Fundalysisby DARKHORSESTOCKS

Scheme

Kotak Business Cycle Fund

Holds 52 companies worth ₹3,368 Cr in Sept 2026.

  • Fund house

    KotakThe fund house that runs this scheme.

  • AUM

    ₹3,523 CrKotak Business Cycle Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Up 0.4% on Aug 2026, ₹3,509 Cr.

  • Largest holding

    ICICI BankICICI Bank is 7.7% of this scheme's NAV.

  • Fund manager

    Abhishek BisenRuns it since 28 Sept 2022, as the fund house dates it. With Harish Bihani (fund manager).

AUM(Sept 2022 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20263,523+0.4%
Aug 20263,509+3.8%
Jul 20263,381+2.4%
Jun 20263,302+5.4%
May 20263,132+2.2%
Apr 20263,064+11.8%
Mar 20262,741−10.2%
Feb 20263,053+1.8%
Jan 20262,999−3.5%
Dec 20253,108+1.4%
Nov 20253,064−0.1%
Oct 20253,066+4.0%
AUM at month end, Sept 2026
₹3,523 Cr
+14.9% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Sept 2022 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20264.70%+0.10 pt
Jun 20264.59%0.00 pt
Mar 20264.59%+0.04 pt
Dec 20254.55%+0.21 pt
Direct plans' share of AUM, Sept 2026
4.70%
+0.15 pt since Dec 2025
Fig. 2.Kotak Business Cycle Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−1.83%−1.94%––−4.51%
3 months *
−0.52%−0.83%––−3.15%
6 months *
+9.73%+9.02%––+4.22%
1 year
+3.90%+2.55%−5.06%+8.95 pt+0.43%
3 years
+15.72%+14.11%+9.52%+6.20 pt+12.61%
Since launch
+15.56%+13.86%+11.53%+4.04 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.