Kotak Business Cycle - Direct Plan - Growth

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF174KA1JN6

NAV · 06-Jul-2026

₹18.1650

+6.79%

+3.01%

1Y (CAGR)

+6.55%

3Y (CAGR)

+17.39%

5Y (CAGR)

—

Since inception (CAGR)

+16.99%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

13.65%

Downside dev (3y)

11.00%

Max drawdown (3y)

-18.4%

Sharpe (3y)

0.80

SIP XIRR (3y)

+13.38%

Calendar-year returns

2023 +24.7%2024 +29.4%2025 +6.9%

Fund facts

Fund managerAbhishek Bisen · Harish Bihani

AUM₹31,346 Cr

Expense ratio0.66% · 2026-05-31

Launch date07-Sep-2022

Plan typeOpen Ended · Equity

Min lumpsum₹100

Min SIP₹100

Lock-inNone

Volatility12.76

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 ↗