Kotak Business Cycle Direct Growth

Scheme code: INF174KA1JN6 NAV value: ₹ 15.2350 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 23.43 51.68 35.86 39.94

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 35.86
3 year 7.63 16.87 13.32
5 year 12.6 19.62 15.37
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 35.86
3 year 7.94 17.89 14.14
5 year 13.28 20.23 15.93
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 35.86
3 year 9.26 19.51 15.7
5 year 14.45 21.69 17.28
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 35.86
3 year 9.84 20.48 16.73
5 year 15.2 22.82 18.38
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 35.86
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 35.86%
Min Max Min-Max Max-Min Standard Deviation Mean From To
32.66 28.2 32.66 28.2 2.23 30.43 01-2024 01-2025
35.51 32.64 39.56 28.79 3.94 34.12 12-2023 12-2024
39.45 37.88 46.48 31.27 5.41 38.77 11-2023 11-2024
41.18 44.37 51.68 34.39 6.22 42.9 10-2023 10-2024
39.97 43.98 47.89 36.27 4.35 42.03 09-2023 09-2024
35.86 40.68 44.1 32.64 4.4 38.32 08-2023 08-2024
38.16 39.07 42.89 34.47 2.99 38.65 07-2023 07-2024
29.41 38.81 45.54 23.43 8.5 34.3 06-2023 06-2024
33.68 35.02 42.23 26.9 5.44 34.46 05-2023 05-2024
35.84 36.68 40.08 32.54 2.68 36.29 04-2023 04-2024
31.58 31.72 38.04 25.55 4.42 31.72 03-2023 03-2024
28.01 28.63 32.73 24.05 3.08 28.36 02-2023 02-2024