Sector Allocation of the of Kotak Business Cycle Fund

Here is the most recent list of holdings in sectors in the Kotak Business Cycle Fund's portfolio as of 31 Dec 2025. The fund's AUM is 2,446.64 crores, of which equity holdings constitute 98.48%.

Name of the SectorHolding Percentage
Financial Services 24.10%
Financial 22.50%
Automobile 14.26%
Healthcare 11.82%
Automobile and Auto Components 10.88%
Materials 9.53%
Information Technology 8.61%
Technology 8.41%
Consumer Services 8.35%
Consumer Staples 7.98%
Capital Goods 7.22%
Fast Moving Consumer Goods 5.33%
Consumer Discretionary 4.83%
Realty 4.59%
Telecommunication 3.70%
Consumer Durables 3.39%
Construction 3.30%
Energy 2.93%
Metals & Mining 2.36%
Oil, Gas & Consumable Fuels 1.79%
Construction Materials 1.78%
Diversified 1.76%
N/A 1.52%
Services 1.34%
Others 1.25%
Power 1.17%
Chemicals 1.11%
Others -75.81%