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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 202618.438
CategorySectoral / Thematic
PlanDirect · Growth
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 document0.79%
AUM₹142 Cr
Growth of ₹10,000₹18,3196 Oct 2022 to 2 Sep 2026
₹18,558₹16,295₹14,032₹11,769₹9,507Oct 2022Sep 2023Sep 2024Sep 2025Sep 2026
₹18,319 (+16.8% a year) Kotak Business Cycle Fund

Performance (trailing, annualised)

1Y annualised7.60%
3Y annualised16.63%

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 ₹1,29,15114.38%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,37,61813.09%

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

Calendar years

Calendar 202324.66%
Calendar 202429.35%
Calendar 20256.89%

Rolling returns

Rolling 1Y · average150 windows since 11 Oct 202319.07%
Rolling 1Y · median13.39%
Rolling 1Y · worst window-0.22%
Rolling 1Y · best window46.29%
Rolling 1Y · windows positive99%
Rolling 3Y · average47 windows since 7 Oct 202518.36%
Rolling 3Y · median18.43%
Rolling 3Y · worst window16.44%
Rolling 3Y · best window20.12%
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)13.76%
Downside deviation (3Y)9.89%
Maximum drawdown-18.42%

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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