NSE ScannerKotak Mahindra Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Kotak Business Cycle Fund - Direct Plan - Growth
₹17.569NAV on 30 Oct 2026Expense ratio 0.75%
29 Oct 2025NAV low 15.11 · high 18.68-0.5%
In plain words
Over 3 years it returned +15.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.4%.
On 3-year return it ranks 46 of 139 funds in Sectoral / Thematic.
A monthly SIP over 3 years ended ₹9,488 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.1% | +1.9% |
| 3 months | -3.3% | -5.1% |
| 6 months | +5.0% | -3.2% |
| 1 year | -0.1% | -10.2% |
| 3 years (yearly) | +15.8% | +7.4% |
| Since start (yearly) | +14.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,245 | +3.1% |
| 3 years | ₹3,60,000 | ₹4,12,444 | +8.6% |
Other plan of this fund: Kotak Business Cycle Fund - Regular Plan - Growth