Kotak Business Cycle Fund - Direct Plan - Growth
code 150624 Sectoral/Thematic direct plan · growth NAVs 2022-10-06 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2022-10-06, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 5.39% | -2.77% | -6.04% | 3.27% | 2026-10-09 → 2026-11-09 |
| 3M | 1.36% | 1.51% | -3.61% | 5.12% | 2026-08-07 → 2026-11-09 |
| 6M | 9.73% | 16.01% | 5.81% | 10.20% | 2026-05-08 → 2026-11-09 |
| 1Y | 9.00% | 5.82% | -1.79% | 7.61% | 2025-11-07 → 2026-11-09 |
| 3Y | 17.86% | 15.45% | 9.55% | 5.90% | 2023-11-09 → 2026-11-09 |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 16.61% | 15.67% | 11.16% | 4.51% | 2022-10-06 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2023 | 2024 | 2025 |
|---|---|---|---|
| fund | 24.66% | 29.35% | 6.89% |
| benchmark | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 731 | 18.90% | 13.97% | -1.15% | 46.90% | 100% | 72% |
| 3 years | 242 | 18.17% | 18.14% | 14.42% | 20.59% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 15.97% |
| volatility | 15.45% |
| max drawdown | -18.42% |
| downside deviation | 10.51% |
| Sharpe ratio | 0.66 |
| Sortino ratio | 0.97 |
| Calmar ratio | 0.87 |
| alpha (annualised) | - |
| beta | - |
| R² | - |
| tracking error | - |
| information ratio | - |
| up / down capture | - |
| Treynor ratio | - |
36 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.