Kotak Business Cycle
Direct · Growth ₹18.22
31 Jul 2026
NAV
18.5%
3Y CAGR
18.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
10.12
Sharpe
-18.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.93 L | 19.7% | -20.3% | 62.6% |
| 3 Years | ₹36.00 L | ₹43.77 L | 14.6% | 4.4% | 22.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.7% | 14.5% | 13.7% | +5.3% |
| 3 Years | 14.6% | 11.2% | 17.2% | +3.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.7% | 14.9% | -1.2% | 47.1% | 0.99 | 11.65 | 100% | — | — |
| 3 Years | 18.5% | 18.7% | 15.7% | 20.6% | 10.12 | — | 100% | — | — |
-18.4%
Max Drawdown
5 mo
Drawdown Duration
6 mo
Recovery Time
-3.3%
Avg Drawdown
Calmar Ratio by Duration
1.07
1Y
1.01
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.02 | 0.96 | 97.7% | 84.4% | 4.4% | -5.2% |
| 3 Years | +9.93 | 0.92 | 96.3% | 83.3% | 16.4% | 6.5% |
| 5 Years | +5.61 | 0.89 | 91.8% | 80.8% | 12.2% | 6.5% |
| 7 Years | +3.69 | 0.89 | 91.8% | 80.8% | 8.5% | 4.6% |
| 10 Years | +2.31 | 0.89 | 91.8% | 80.8% | 5.9% | 3.2% |
| 12 Years | +1.78 | 0.89 | 91.8% | 80.8% | 4.9% | 2.7% |
| 15 Years | +1.27 | 0.89 | 91.8% | 80.8% | 3.9% | 2.1% |