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Kotak Mahindra Mutual FundEquity Scheme - Sectoral/ ThematicDirectGrowth

Kotak Business Cycle Fund - Direct Plan - Growth

Scheme code #150624 · Open Ended Schemes

₹18.503
Latest NAV
04-09-2026
-0.10%
Day change
₹18.679
52-week high
₹15.113
52-week low
NAV history
Returns
1 month0.23%
3 months8.50%
6 months13.13%
1 year (absolute)7.28%
3 years (absolute)58.65%
5 years (absolute)—
1Y CAGR7.28%
3Y CAGR16.63%
5Y CAGR—
Since inception CAGR16.84%
Risk metrics
Volatility (1Y, annualized σ)13.82%
Volatility (3Y, annualized σ)13.73%
Max drawdown (1Y)-14.43%
Max drawdown (3Y)-18.42%
Max drawdown (all time)-18.42%
Sharpe ratio (1Y, rf=6%)0.09
Sharpe ratio (3Y, rf=6%)0.71
Scheme metadata
Fund houseKotak Mahindra Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryEquity Scheme - Sectoral/ Thematic
PlanDirect
OptionGrowth
ISIN (Growth)INF174KA1JN6
ISIN (Div reinvest)—
AMC codeKM
Scheme code150624
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.