sectorHigh risk

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.

Latest price per unit

₹17.197

▼ 0.10% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.7k

▼ ₹290 loss · -0.3% / year

Invested 3 years ago

₹1.47 L

▲ ₹47.4k gain · 13.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

14.0%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-20.20%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-0.29%

CAGR — 3 years13.82%

CAGR — 5 years—

CAGR — since launch14.67%

Volatility — 1 year (annualised)14.69%

Volatility — 3 years (annualised)14.04%

Max drawdown — 1 year-20.20%

Max drawdown — 3 years-20.20%

Sharpe ratio — 1 year (rf=6%)-0.43

Sharpe ratio — 3 years (rf=6%)0.52

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

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.