EquitySectoral/ ThematicDirect · Growth
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra · Scheme 150624
₹18.46▼ 0.18%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
17.5%
Risk level
Moderately High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.99% |
| 3 Months | +9.31% |
| 6 Months | +8.52% |
| 1 Year | +9.70% |
| 3 Years (CAGR) | +17.50% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +17.17% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns67
Consistency94
Risk-adjusted63
Downside protection79
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +17.5%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 73% of windows
- ✓ Alpha vs benchmark: +8.0%
- ✓ Volatility: 13% annualised
Risk metrics
Sharpe ratio
0.83
Sortino ratio
1.05
Volatility
12.76%
Max drawdown
-18.42%
Downside capture
82.30%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.