TradePilotMutual funds · Sectoral / Thematic
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund · Regular plan · IDCW option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 150622
- Category
- Equity Scheme - Sectoral/ Thematic
- ISIN
- INF174KA1JL0
- Plan / option
- Regular / IDCW
- Fund age
- 4.1 years
- Expense ratio (TER)
- 2.02% a year declared 2026-11-03, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +5.3%
3 months▲ +0.8%
6 months▲ +9.5%
1 year▲ +0.0%
3-year CAGR▲ +13.4%
5-year CAGR–
10-year CAGR–
Volatility (3y)14.3%
Sharpe (3y)0.56
Sortino (3y)0.75
Beta vs NIFTY 500.99
Max fall (3y)-20.7%
Computed from NAV (1007 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · Growth | 18.8840 |
| Direct · IDCW | 17.5510 |
| Regular · Growth | 17.7650 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.