Kotak Business Cycle Fund - Direct - Growth

Equity Scheme by Kotak Mahindra Asset Management Company Limited.

3Y Returns (CAGR)
16.62%
Expense Ratio
0.63%

as of 01/03/2026

AUM
₹142.15 Cr

Qtr End: Jun 26

NAV
₹17.951

as of 16/10/2026

Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
Period
Returns
CAGR
Volatility
3M-0.83%-3.30%11.65%
6M5.51%11.33%11.67%
1Y2.71%2.71%14.67%
3Y58.62%16.62%13.97%
5YN/AN/AN/A
Scheme Details
Launch Date
07/09/2022
Fund Age
4.1 years
Minimum Investment
₹5
Fund House
Kotak Mahindra Mutual Fund
Category
Equity Scheme
Sub-category
Sectoral/ Thematic (Equity Scheme)
Similar Funds

Top funds in the same category and sub-category.

Nippon India Taiwan Equity Fund - Direct - Growth
3Y CAGR59.86%
TER0.85%
AUM₹463.45 Cr
Franklin Asian Equity Fund - Direct - Growth
3Y CAGR22.29%
TER1.63%
AUM₹363.72 Cr
Nippon India Japan Equity Fund - Direct - Growth
3Y CAGR23.17%
TER1.29%
AUM₹250.58 Cr
quant BFSI Fund - Direct - Growth
3Y CAGR20.96%
TER1.90%
AUM₹200.21 Cr
Kotak MNC Fund - Direct - Growth
3Y CAGR-
TER0.64%
AUM₹181.22 Cr

Frequently Asked Questions