Business cycle funds gain traction, but advisors say they’re not for everyone

Business cycle funds gain traction, but advisors say they're not for everyone


Business cycle funds can help investors benefit from changing economic trends, but they should be used only as a satellite allocation, according to Kushal Bhagi, Owner, PCC Investing, and Kshitiz Mahajan, Co-founder, Complete Circle Consultants. The experts recommend building a diversified core portfolio with flexi cap or large cap funds first, allocating only 10-15% to business cycle funds, and staying invested for at least five to seven years to ride through market cycles. Disclaimer: This article is for informational purposes only and should not be construed as investment advice. Readers should consult certified experts before making any investment decisions.

By CNBCTV18July 21, 2026, 3:59:27 PM IST (Updated)
CNBCTV18



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