Kotak Business Cycle Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
18.78%
Expense Ratio
0.63%
as of 01/03/2026
AUM
₹137.72 Cr
Qtr End: Dec 25
NAV
₹17.026
as of 17/04/2026
3Y Returns (CAGR)
18.78%
Expense Ratio
0.63%
as of 01/03/2026
AUM
₹137.72 Cr
Qtr End: Dec 25
NAV
₹17.026
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.95% | 3.85% | 22.72% |
| 6M | -2.83% | -5.58% | 17.19% |
| 1Y | 8.20% | 8.20% | 14.00% |
| 3Y | 67.58% | 18.78% | 13.54% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 07/09/2022
- Fund Age
- 3.6 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 | 60.93% | 1.08% | ₹92.83 |
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