Kotak Business Cycle Fund Overview
Category Business Cycle Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 17-01-2025
NAV ₹15.17(R) -0.42% ₹15.74(D) -0.42%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 23.12% -% -% -% -%
LumpSum (D) 24.99% -% -% -% -%
SIP (R) 11.99% -% -% -% -%
SIP (D) 13.7% -% -% -% -%
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: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
Kotak Business Cycle Fund-Regular Plan--Growth 15.17
-0.0600
-0.4200%
Kotak Business Cycle Fund-Regular Plan-IDCW option 15.17
-0.0600
-0.4200%
Kotak Business Cycle - Direct Plan - Growth 15.74
-0.0700
-0.4200%
Kotak Business Cycle Fund-Direct Plan-IDCW option 15.74
-0.0700
-0.4200%

Review Date: 17-01-2025

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%: Four return parameters of the Kotak Business Cycle Fund are in the top 25% in the category, as shown below:
      • 1M Return %
      • 3M Return %
      • 6M Return %
      • 1Y Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Kotak Business Cycle Fund has no return parameters that are below average in the category.
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Kotak Business Cycle Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described 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: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Kotak Business Cycle Fund, we have evaluated zero risk-adjusted performance parameters.
    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.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.94
-6.71
-9.88 | -4.43 3 | 9 Very Good
3M Return % -4.71
-8.19
-12.91 | -3.95 2 | 9 Very Good
6M Return % -0.45
-4.48
-8.88 | 3.46 2 | 8 Very Good
1Y Return % 23.12
18.00
9.03 | 25.94 2 | 6 Very Good
1Y SIP Return % 11.99
3.53
-2.82 | 11.99 1 | 6 Very Good
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.83 -6.60 -9.75 | -4.30 3 | 9
3M Return % -4.37 -7.84 -12.54 | -3.55 2 | 9
6M Return % 0.27 -3.81 -8.19 | 4.32 2 | 8
1Y Return % 24.99 19.66 10.32 | 27.31 2 | 6
1Y SIP Return % 13.70 5.02 -1.29 | 13.70 1 | 6
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.42 ₹ 9,958.00 -0.42 ₹ 9,958.00
1W -1.96 ₹ 9,804.00 -1.94 ₹ 9,806.00
1M -4.94 ₹ 9,506.00 -4.83 ₹ 9,517.00
3M -4.71 ₹ 9,529.00 -4.37 ₹ 9,563.00
6M -0.45 ₹ 9,955.00 0.27 ₹ 10,027.00
1Y 23.12 ₹ 12,312.00 24.99 ₹ 12,499.00
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 11.99 ₹ 12,766.78 13.70 ₹ 12,874.28
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Kotak Business Cycle Fund NAV Regular Growth Kotak Business Cycle Fund NAV Direct Growth
17-01-2025 15.173 15.744
16-01-2025 15.237 15.81
15-01-2025 15.087 15.654
14-01-2025 15.09 15.657
13-01-2025 14.992 15.554
10-01-2025 15.477 16.056
09-01-2025 15.722 16.308
08-01-2025 15.834 16.424
07-01-2025 15.949 16.543
06-01-2025 15.786 16.374
03-01-2025 16.103 16.701
02-01-2025 16.044 16.638
01-01-2025 15.842 16.429
31-12-2024 15.726 16.308
30-12-2024 15.707 16.287
27-12-2024 15.772 16.353
26-12-2024 15.745 16.324
24-12-2024 15.719 16.296
23-12-2024 15.692 16.267
20-12-2024 15.665 16.238
19-12-2024 15.925 16.506
18-12-2024 16.035 16.62
17-12-2024 15.962 16.543

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.