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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 202617.136
CategorySectoral / Thematic
PlanDirect · 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 document0.79%
AUM₹0.91 Cr
Growth of ₹10,000₹17,0256 Oct 2022 to 2 Sep 2026
₹17,461₹15,472₹13,483₹11,494₹9,506Oct 2022Sep 2023Sep 2024Sep 2025Sep 2026
₹17,025 (+14.6% a year) Kotak Business Cycle Fund

Performance (trailing, annualised)

1Y annualised0.01%
3Y annualised13.82%

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 ₹1,23,8375.96%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,10,5388.72%

₹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 202317.91%
Rolling 1Y · median13.39%
Rolling 1Y · worst window-5.40%
Rolling 1Y · best window46.29%
Rolling 1Y · windows positive91%
Rolling 3Y · average47 windows since 7 Oct 202516.97%
Rolling 3Y · median16.90%
Rolling 3Y · worst window13.64%
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)14.07%
Downside deviation (3Y)10.36%
Maximum drawdown-20.20%

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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