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 Oct 2025. The fund's AUM is 2,446.64 crores, of which equity holdings constitute 99.12%.

Name of the SectorHolding Percentage
Financial 22.50%
Financial Services 21.31%
Automobile 14.26%
Healthcare 13.66%
Capital Goods 9.74%
Consumer Services 9.62%
Materials 9.53%
Technology 8.41%
Automobile and Auto Components 8.16%
Consumer Staples 7.98%
Information Technology 7.43%
Fast Moving Consumer Goods 5.22%
Realty 5.02%
Consumer Discretionary 4.83%
Telecommunication 3.83%
Construction 3.39%
Consumer Durables 3.33%
Construction Materials 3.12%
Energy 2.93%
Metals & Mining 2.36%
Diversified 1.76%
Oil, Gas & Consumable Fuels 1.72%
Others 1.25%
Services 1.25%
Power 1.21%
Chemicals 1.11%
N/A 0.88%
Others -75.81%