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EquitySectoral/ ThematicDirect · Growth

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra · Scheme 150624

₹18.52▲ 0.04%NAV · 2026-09-18
77
Strong FundScore
Start SIP
AUM
₹3,411 cr
Expense ratio
0.79%
3Y CAGR
17.8%
Risk level
Moderately High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Pankaj TibrewalExit load: 0.5% for redemption within 90 Days
Strong · 77/100

A high-quality fund that scores well on the factors that matter.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Compounding well recently — 17.8% CAGR over 3 years.
  • ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • ✓Protects capital well — worst-ever fall was only 18%.
  • ✓3Y CAGR: +17.8%
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive
  • ✓Beat category: beat category in 88% of windows

📉 What could drag it down

  • •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
  • •1Y return: +8.3%

FundScore breakdown

77/100 · Strong
How it works →
66
Returns
Decent
100
Consistency
Excellent
63
Risk-adjusted
Decent
79
Downside protection
Strong
79
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.