77
Business CycleBuy
Kotak BusIness Cycle
Kotak · Direct–Growth · rank #2 of 19 by Smart Score
Trailing returns
1 Year
6.5%
+6.0% vs index
3 Years
17.0%
+4.8% vs index
5 Years
—
Since launch
16.9%
Year-by-year performance
2023
+24.7%-1.9% vs index
2024
+29.4%+13.7% vs index
2025
+6.9%-0.8% vs index
2026
+4.3%+6.0% vs index
Why this score
Kotak BusIness Cycle scores 77/100 — #2 of 19 Business Cycle fund (Buy). It stands out for 3y return and expense ratio — beating 72% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
3Y return17.03% · 72nd percentile in category
Expense ratio0.82% · 92nd percentile in category
Fund size3302.30 Cr · 92nd percentile in category
Sharpe ratio0.74 · 75th percentile in category
Sortino ratio1.06 · 81st percentile in category
Volatility15.37 · 69th percentile in category