Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.85% | -5.20% | -2.69% | 1.86% | -0.49% | 14.62% | – | – | – |
NAV history
About this fund
Kotak Business Cycle Fund is a sectoral/thematic equity fund offered by Kotak Mahindra Mutual Fund, classified under Equity as Sectoral/Thematic - Business Cycle. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹17.44, with assets under management of about ₹2,974 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Kotak Business Cycle Fund has recorded a return of about -0.5%, with a three-year return of 14.6%. Its annualised volatility is 12.7% — moderate fluctuations — and its Sharpe ratio is -0.55, a measure of return per unit of risk taken.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 18.57 | 13.45 | -1.19 | 46.99 | 99% | 55% |
| 3Y | 18.01 | 18.01 | 14.44 | 20.61 | 100% | 100% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| HDFC Business Cycle Fund Sectoral/Thematic - Business Cycle | -7.56 | -5.35 | 0.07 | -5.12 | 9.27 | – | – | – |
| HSBC Business Cycles Fund Sectoral/Thematic - Business Cycle | -7.52 | -3.81 | -2.69 | -4.64 | 13.94 | – | – | 0.86 |
| Axis Business Cycles Fund Sectoral/Thematic - Business Cycle | -6.64 | -4.45 | -2.05 | -3.68 | 11.49 | – | – | 1.11 |
| quant Business Cycle Fund Sectoral/Thematic - Business Cycle | -5.64 | -6.89 | -1.48 | -0.16 | 9.64 | – | – | 0.61 |
| Mahindra Manulife Business Cycle Fund Sectoral/Thematic - Business Cycle | -6.87 | -7.95 | -5.98 | -3.06 | 14.93 | – | – | 0.52 |
| Union Business Cycle Fund Sectoral/Thematic - Business Cycle | -5.98 | -5.11 | -2.41 | -4.15 | – | – | – | 1.03 |
| Sundaram Business Cycle Fund Sectoral/Thematic - Business Cycle | -10.16 | -5.67 | 0.81 | -6.97 | – | – | – | 0.50 |
| Edelweiss Business Cycle Fund Sectoral/Thematic - Business Cycle | -5.69 | -2.90 | -3.85 | -4.62 | – | – | – | 0.57 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Ultra Short Term Fund Debt Scheme - Ultra Short Duration Fund | 0.25 | 1.36 | 3.01 | 6.28 | 7.14 | 6.58 | 6.67 | – |
| Kotak Dynamic Term Fund Debt Scheme - Dynamic Bond Fund | -1.13 | -0.30 | 2.59 | 3.80 | 7.65 | 6.39 | 7.50 | – |
| Kotak Gilt Fund Debt Scheme - Gilt Fund | -1.34 | -1.27 | 1.29 | 0.39 | 5.51 | 5.13 | 6.66 | – |
| Kotak Liquid Fund Debt Scheme - Liquid Fund | 0.39 | 1.49 | 3.12 | 6.41 | 6.90 | 6.38 | 6.07 | – |
| Kotak Contra Fund Equity Scheme - Contra Fund | -5.95 | -6.93 | -5.23 | -7.28 | 12.96 | 12.26 | 15.50 | – |
| Kotak Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.59 | 1.52 | 3.17 | 6.74 | 7.42 | 6.98 | 6.46 | – |
| Kotak ELSS Tax Saver Fund Equity Scheme - ELSS | -5.13 | -5.18 | -3.09 | -5.51 | 9.39 | 10.47 | 13.52 | – |
| Kotak Mid Cap Fund Equity Scheme - Mid Cap Fund | -8.86 | -9.63 | -5.50 | -4.76 | 13.80 | 14.27 | 16.37 | – |