Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Uncategorised

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund · Managed by Abhishek Bisen; Harish Bihani

FundScore
Latest NAV
₹18.5220
as of 18 Aug 2026
AUM
Expense ratio
0.67%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
75/100steady
Rank #254 of 1015 · top 25%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
1.91%
3M
10.08%
6M
8.00%
1Y
8.35%
3Y CAGR
17.79%
5Y CAGR
Since incep.
17.08%
Fund details
Fund manager
Abhishek Bisen; Harish Bihani
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
25%
Volatility (3Y)
12.7%
Rating (external)
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.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Stock holdings
Latest portfolio disclosure for this scheme.

No data yet

This fund hasn't disclosed a portfolio snapshot yet.