Kotak Business Cycle Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
15.55%
Expense Ratio
0.63%
as of 01/03/2026
AUM
₹135.8 Cr
Qtr End: Mar 26
NAV
₹16.949
as of 03/06/2026
3Y Returns (CAGR)
15.55%
Expense Ratio
0.63%
as of 01/03/2026
AUM
₹135.8 Cr
Qtr End: Mar 26
NAV
₹16.949
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.45% | 14.52% | 21.00% |
| 6M | -2.09% | -4.13% | 17.57% |
| 1Y | 1.22% | 1.22% | 13.73% |
| 3Y | 54.26% | 15.55% | 13.68% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 07/09/2022
- Fund Age
- 3.7 years
- Minimum Investment
- ₹5
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Nippon India Taiwan Equity Fund - Direct - Growth | 65.42% | 0.88% | ₹106.62 |
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