Kotak Business Cycle Fund - Direct Plan - IDCW option
Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Kotak Mahindra Mutual Fund. It's been running since 6 Oct 2022.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 363 other funds in Equity Scheme - Sectoral/ Thematic
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 4 of last 5 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Kotak Business Cycle Fund - Direct Plan - IDCW option against other sector funds.
Technical details (for the pros)
Fund info
- Fund house
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme - Sectoral/ Thematic
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- INF174KA1JO4
- ISIN (Div re-invest)
- INF174KA1JP1
- Fund code
- 150625
- First price on record
- 6 Oct 2022 · 964 daily prices
About Kotak Business Cycle Fund - Direct Plan - IDCW option
Kotak Business Cycle Fund - Direct Plan - IDCW option is a Equity Scheme - Sectoral/ Thematic offered by Kotak Mahindra Mutual Fund under the Direct plan with the IDCW option. It has approximately 4 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.
The current NAV of Kotak Business Cycle Fund - Direct Plan - IDCW option is ₹17.1970 (as of 4 Sep 2026). Historically, it has delivered -0.29% over the last year, 13.82% CAGR over 3 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 14.0% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 20.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Kotak Business Cycle Fund - Direct Plan - IDCW option?+
The latest NAV of Kotak Business Cycle Fund - Direct Plan - IDCW option is ₹17.1970 as of 4 Sep 2026, down 0.10% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Kotak Business Cycle Fund - Direct Plan - IDCW option?+
Kotak Business Cycle Fund - Direct Plan - IDCW option has delivered 1-year return -0.29%, 3-year CAGR 13.82%, since-inception CAGR 14.67%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Kotak Business Cycle Fund - Direct Plan - IDCW option belong to?+
Kotak Business Cycle Fund - Direct Plan - IDCW option is categorised as Equity Scheme - Sectoral/ Thematic. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.
How risky is Kotak Business Cycle Fund - Direct Plan - IDCW option?+
Based on its 3-year annualised volatility of 14.0%, Kotak Business Cycle Fund - Direct Plan - IDCW option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Kotak Business Cycle Fund - Direct Plan - IDCW option a direct plan?+
Kotak Business Cycle Fund - Direct Plan - IDCW option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Kotak Business Cycle Fund - Direct Plan - IDCW option?+
Kotak Business Cycle Fund - Direct Plan - IDCW option has NAV history available from 6 Oct 2022 — approximately 4 years of track record and 964 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.