Kotak Business Cycle Fund Overview
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 07-03-2025
NAV ₹13.86(R) -0.35% ₹14.41(D) -0.34%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.59% -% -% -% -%
Direct 11.22% -% -% -% -%
Benchmark
SIP (XIRR) Regular -10.96% -% -% -% -%
Direct -9.58% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.

No data available

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
Kotak Business Cycle Fund-Regular Plan--Growth 13.86
-0.0500
-0.3500%
Kotak Business Cycle Fund-Regular Plan-IDCW option 13.86
-0.0500
-0.3500%
Kotak Business Cycle - Direct Plan - Growth 14.41
-0.0500
-0.3400%
Kotak Business Cycle Fund-Direct Plan-IDCW option 14.41
-0.0500
-0.3400%

Review Date: 07-03-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed four return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: Two return parameters of the Kotak Business Cycle Fund are in the top 25% in the category, as listed below:
      • 6M Return %
      • 1Y Return %
    2. Above Average Below the Top 25%: One return parameter of the Kotak Business Cycle Fund is above average but below the top 25% in the category, as listed below:
      • 3M Return %
    3. Below Average: Kotak Business Cycle Fund has one return parameter that is below average in the category, which is listed below:
      • 1M Return %
  2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed zero risk parameters of Kotak Business Cycle Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided below.
    1. Lowest 25%: Kotak Business Cycle Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Kotak Business Cycle Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Kotak Business Cycle Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Kotak Business Cycle Fund NAV Regular Growth Kotak Business Cycle Fund NAV Direct Growth
07-03-2025 13.861 14.41
06-03-2025 13.909 14.459
05-03-2025 13.746 14.289
04-03-2025 13.496 14.028
03-03-2025 13.484 14.015
28-02-2025 13.497 14.027
27-02-2025 13.772 14.312
25-02-2025 13.909 14.454
24-02-2025 13.884 14.428
21-02-2025 14.063 14.612
20-02-2025 14.152 14.704
19-02-2025 14.058 14.606
18-02-2025 13.914 14.456
17-02-2025 13.991 14.535
14-02-2025 14.108 14.655
13-02-2025 14.335 14.89
12-02-2025 14.376 14.932
11-02-2025 14.475 15.034
10-02-2025 14.847 15.42
07-02-2025 15.126 15.709

Fund Launch Date: 28/Sep/2022
Fund Category: Business Cycle Fund
Investment Objective: The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the objective of the scheme will be realized.
Fund Description: An open ended equity scheme following business cycles based investing theme
Fund Benchmark: Nifty 500 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.