Kotak Business Cycle Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
20.05%
Expense Ratio
0.63%
as of 01/02/2026
AUM
₹137.72 Cr
Qtr End: Dec 25
NAV
₹16.684
as of 02/03/2026
3Y Returns (CAGR)
20.05%
Expense Ratio
0.63%
as of 01/02/2026
AUM
₹137.72 Cr
Qtr End: Dec 25
NAV
₹16.684
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹16.7k
Abs. Returns67.5%
CAGR18.8%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.58% | -13.56% | 12.44% |
| 6M | -3.27% | -6.43% | 10.55% |
| 1Y | 15.78% | 15.78% | 12.07% |
| 3Y | 73.00% | 20.05% | 12.41% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 07/09/2022
- Fund Age
- 3.5 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.
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|---|---|---|---|
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