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OmniAsset › Mutual funds › Kotak Business Cycle Fund

Kotak Business Cycle Fund

Sectoral / Thematic fund benchmarked to Nifty 500 Total Return Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202616.161
CategorySectoral / Thematic
PlanRegular · Idcw
Launched7 Sep 2022
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 Total Return Index
Expense ratiodirect plan, a year · stated maximum, from the scheme document2.07%
AUM₹11.0 Cr
Growth of ₹10,000₹16,0636 Oct 2022 to 2 Sep 2026
₹16,653₹14,846₹13,039₹11,232₹9,426Oct 2022Sep 2023Sep 2024Sep 2025Sep 2026
₹16,063 (+12.9% a year) Kotak Business Cycle Fund

Performance (trailing, annualised)

1Y annualised-1.30%
3Y annualised12.22%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,22,9844.62%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,01,5087.21%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202322.64%
Calendar 202427.38%
Calendar 20255.45%

Rolling returns

Rolling 1Y · average150 windows since 11 Oct 202316.17%
Rolling 1Y · median11.82%
Rolling 1Y · worst window-6.66%
Rolling 1Y · best window44.08%
Rolling 1Y · windows positive89%
Rolling 3Y · average47 windows since 7 Oct 202515.26%
Rolling 3Y · median15.19%
Rolling 3Y · worst window12.00%
Rolling 3Y · best window18.32%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)14.07%
Downside deviation (3Y)10.40%
Maximum drawdown-20.72%

Management

Fund managerMr. Harish Bihani, Mr. Abhishek Bisen
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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