Kotak Business Cycle Fund-Regular Plan-IDCW option

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF174KA1JL0

NAV · 06-Jul-2026

₹15.9540

+6.68%

-4.88%

1Y (CAGR)

-2.28%

3Y (CAGR)

+12.93%

5Y (CAGR)

—

Since inception (CAGR)

+13.02%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

13.96%

Downside dev (3y)

11.74%

Max drawdown (3y)

-20.7%

Sharpe (3y)

0.46

SIP XIRR (3y)

+7.07%

Calendar-year returns

2023 +22.6%2024 +27.4%2025 +5.5%

Fund facts

Fund managerAbhishek Bisen · Harish Bihani

AUM₹31,346 Cr

TER · AMFI officialDirect 0.82% · Regular 2.11% (2026-06-30)

Launch date07-Sep-2022

Plan typeOpen Ended · Equity

Min lumpsumRs. 5 000/-

Lock-inNone

Volatility13.01

AMCKotak Mahindra Asset Management Company Limited.

Objective · The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

scheme documents ↗