Kotak Mahindra Mutual FundEquity Scheme - Sectoral/ ThematicRegularGrowth

Kotak Business Cycle Fund - Regular Plan - Growth

Scheme code #150626 · Open Ended Schemes

₹17.447

Latest NAV

04-09-2026

-0.10%

Day change

₹17.629

52-week high

₹14.335

52-week low

NAV history

Returns

1 month	0.12%
3 months	8.15%
6 months	12.39%
1 year (absolute)	5.87%
3 years (absolute)	52.06%
5 years (absolute)	—
1Y CAGR	5.87%
3Y CAGR	14.99%
5Y CAGR	—
Since inception CAGR	15.11%

Risk metrics

Volatility (1Y, annualized σ)	13.82%
Volatility (3Y, annualized σ)	13.74%
Max drawdown (1Y)	-14.96%
Max drawdown (3Y)	-18.93%
Max drawdown (all time)	-18.93%
Sharpe ratio (1Y, rf=6%)	-0.01
Sharpe ratio (3Y, rf=6%)	0.61

Scheme metadata

Fund house	Kotak Mahindra Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Sectoral/ Thematic
Plan	Regular
Option	Growth
ISIN (Growth)	INF174KA1JK2
ISIN (Div reinvest)	—
AMC code	KM
Scheme code	150626
Earliest NAV date	06-10-2022
Total NAV observations	964
History last refreshed	2026-09-06 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.