Archive · 27 Oct 2025
Kotak Business Cycle Fund Achieves 20% Returns in Three Years
Imagine a special pot of money, the Kotak Business Cycle Fund, that invests in companies based on how the economy is doing.
This fund has done really well, growing by over 20% in just three years!
That means if you put in some money at the beginning, it would have grown significantly.
The fund managers, Harish Bihani and Abhishek Bisen, decide which companies to invest in depending on the different stages of the economy.
The fund's goal is to make your money grow over a long time.
It looks for opportunities based on how the economy changes.
It also tries to pick the best individual companies to invest in.
Kotak Business Cycle Fund is an open-ended equity scheme.
The fund has delivered a CAGR of 20.77% since September 2022.
The fund's AUM has crossed ₹2,900 crore.
The fund outperformed its benchmark, Nifty 500 TRI.
The fund follows a business cycle-based investment approach.
- Who
- Kotak Business Cycle Fund
- What
- Achieved over 20% returns in three years.
- When
- Since launch in September 2022, up to August 31, 2025.
- Where
- N/A
- Why
- The fund aims for long-term capital appreciation.
- Fund Name
- Kotak Business Cycle Fund
- AUM
- ₹2,900 crore+
- CAGR (3 Years)
- 20.77%
- Benchmark
- Nifty 500 TRI (18.23% CAGR)
- Fund Managers
- Harish Bihani, Abhishek Bisen
- Investment Approach
- Business cycle-based
- Portfolio Turnover
- 31.69%