Kotak Business Cycle Direct Growth

Scheme code: INF174KA1JN6 NAV value: ₹ 15.5400 NAV date: 19 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-1.19	47.06	17.72	21.63	13.63
3 year	16.90	20.61	19.33	19.24	18.78

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	21.63
3 year	6.28	30.95	15.04	19.24
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	21.63
3 year	6.56	19.64	13.57	19.24
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	21.63
3 year	7.68	21.49	15.06	19.24
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	21.63
3 year	8.04	32.03	17.81	19.24
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,14,573 - Absolute Returns: ₹1,14,573 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,08,004 - Absolute Returns: ₹10,08,004 - CAGR: %

Max Drawdown

-18.42 %

Drawdown Duration

5 months

Recovery Time

6 months

Avg Drawdown

-3.16 %

1 Y

1.1741

3 Y

1.0444

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	4.94	0.92	92.1	84.2	9.13 %	4.00 %
3 years	6.54	0.90	94.0	84.7	17.36 %	11.28 %
5 years	2.92	0.88	89.8	82.2	9.17 %	6.22 %
7 years	1.81	0.88	89.8	82.2	6.47 %	4.40 %
10 years	1.01	0.88	89.8	82.2	4.49 %	3.06 %
12 years	0.69	0.88	89.8	82.2	3.72 %	2.54 %
15 years	0.39	0.88	89.8	82.2	2.97 %	2.03 %