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Kotak Mahindra Mutual FundEquity Scheme - Sectoral/ ThematicRegularIDCW

Kotak Business Cycle Fund - Regular Plan - IDCW option

Scheme code #150622 · Open Ended Schemes

₹16.216
Latest NAV
04-09-2026
-0.10%
Day change
₹16.857
52-week high
₹13.364
52-week low
NAV history
Returns
1 month0.12%
3 months8.15%
6 months4.46%
1 year (absolute)-1.60%
3 years (absolute)41.33%
5 years (absolute)—
1Y CAGR-1.60%
3Y CAGR12.22%
5Y CAGR—
Since inception CAGR12.98%
Risk metrics
Volatility (1Y, annualized σ)14.69%
Volatility (3Y, annualized σ)14.04%
Max drawdown (1Y)-20.72%
Max drawdown (3Y)-20.72%
Max drawdown (all time)-20.72%
Sharpe ratio (1Y, rf=6%)-0.52
Sharpe ratio (3Y, rf=6%)0.41
Scheme metadata
Fund houseKotak Mahindra Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryEquity Scheme - Sectoral/ Thematic
PlanRegular
OptionIDCW
ISIN (Growth)INF174KA1JL0
ISIN (Div reinvest)INF174KA1JM8
AMC codeKM
Scheme code150622
Earliest NAV date06-10-2022
Total NAV observations964
History last refreshed2026-09-06 11:01:00 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.