Kotak Business Cycle Fund
Direct · Growth ₹18.93
11 Nov 2026
NAV
17.9%
3Y CAGR
18.1%
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.
7.65
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.
0.63%
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 | ₹12.90 L | 19.0% | -20.3% | 62.6% |
| 3 Years | ₹36.00 L | ₹43.45 L | 13.8% | 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 | 19.0% | 14.3% | 10.4% | +4.8% |
| 3 Years | 13.8% | 11.0% | 16.1% | +2.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.4% | 13.4% | -1.2% | 47.1% | 0.89 | 8.50 | 99% | — | — |
| 3 Years | 17.9% | 17.9% | 14.4% | 20.6% | 7.65 | — | 100% | — | — |
-18.4%
Max Drawdown
5 mo
Drawdown Duration
6 mo
Recovery Time
-3.2%
Avg Drawdown
Calmar Ratio by Duration
1.00
1Y
0.97
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.28 | 0.91 | 93.4% | 80.8% | 9.0% | -2.1% |
| 3 Years | +9.23 | 0.90 | 93.7% | 81.8% | 17.9% | 8.9% |
| 5 Years | +5.89 | 0.88 | 90.7% | 79.9% | 13.4% | 7.7% |
| 7 Years | +3.86 | 0.88 | 90.7% | 79.9% | 9.4% | 5.4% |
| 10 Years | +2.40 | 0.88 | 90.7% | 79.9% | 6.5% | 3.8% |
| 12 Years | +1.84 | 0.88 | 90.7% | 79.9% | 5.4% | 3.1% |
| 15 Years | +1.29 | 0.88 | 90.7% | 79.9% | 4.3% | 2.5% |