Archive · 13 Aug 2025
Kotak Business Cycle Fund Achieves 18% Annualized Returns
Imagine a special investment fund that changes what it invests in based on how the economy is doing!
This Kotak fund started in 2022 and has been growing very well, about 18% each year.
It shifts money around, investing in different areas depending on if the economy is growing or slowing down.
For example, it has invested more in healthcare recently.
This fund tries to find good opportunities by understanding the ups and downs of the economy.
Kotak Business Cycle Fund launched in September 2022.
The fund has delivered an 18.39% CAGR since inception.
The fund outperformed its benchmark, the Nifty 500 TRI, in the past six months.
The fund adjusts its portfolio dynamically based on economic cycles.
The fund's healthcare exposure was raised from 5% to 14%.
- Who
- Kotak Business Cycle Fund.
- What
- The performance and strategy of the Kotak Business Cycle Fund.
- When
- Since its launch in September 2022 and as of July 31, 2025.
- Where
- N/A
- Why
- To capture opportunities and manage risks by investing based on the economic cycle.
Investment Strategy
Market Volatility
Economic Cycle Timing
Investment Strategy
Business cycle funds dynamically adjust portfolios to capitalize on economic phases.
Market Volatility
Misjudging economic shifts can lead to periods of underperformance.
- Fund Name
- Kotak Business Cycle Fund
- Launch Date
- September 2022
- CAGR (Inception)
- 18.39%
- Benchmark
- Nifty 500 TRI
- Alpha (past year)
- 6.1%
