Mutual Fund

nfo - kotak business cycle fund

By Rajendra

Sep  02, 2022

Scheme Analysis

Brush Stroke

No Market Cap Bias

Medium Brush Stroke

Key Highlights

Focus on identifying & riding business cycles

Brush Stroke

To discover business cycle stages & sector prospects, use a top-down approach to portfolio construction.

Medium Brush Stroke

Key Highlights

Brush Stroke

Finding strong companies inside certain sectors by using a bottom-up approach

Medium Brush Stroke

Key Highlights

Brush Stroke

1

Medium Brush Stroke

Life Cycle

Lined Circle
Pink Blob

Mortality - High

Start Up

Investment Approach - Bottom Up

Market Cap - Micro Cap

Growth - High

Brush Stroke

2

Medium Brush Stroke

Life Cycle

Lined Circle
Pink Blob

Mortality -Moderate

Growth

Investment Approach - Bottom Up

Market Cap - Mid & Small Cap

Growth - High

Brush Stroke

3

Medium Brush Stroke

Life Cycle

Lined Circle
Pink Blob

Mortality - Low

Mature

Investment Approach      - Top Down

Market Cap - Large Cap

Growth -Low

Brush Stroke

4

Medium Brush Stroke

Life Cycle

Lined Circle
Pink Blob

Mortality - High

Decline

Investment Approach - Bottom Up

Market Cap - Large & Small Cap

Growth -Low

Brush Stroke

NFO Details

Open Date

Close Date

Min Investment

Exit Load

1 Year

7 Sep 22

21 Sep 22

5,000

1%

Kotak Business Cycle Fund