84
Business CycleStrong Buy
Kotak BusIness Cycle
Kotak · Direct–Growth · rank #1 of 19 by Smart Score
Data updated
Trailing returns
1 Year
2.7%
+7.4% vs index
3 Years
15.3%
+5.9% vs index
5 Years
—
Since launch
15.4%
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
+3.0%+9.0% vs index
Why this score
Kotak BusIness Cycle scores 84/100 — the top-rated Business Cycle fund of 19 (Strong Buy). It stands out for 3y return and expense ratio — beating 85% 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 return15.28% · 85th percentile in category
Expense ratio0.77% · 97th percentile in category
Sharpe ratio0.66 · 85th percentile in category
Fund size3419.11 Cr · 92nd percentile in category
Sortino ratio0.87 · 91st percentile in category
Alpha5.17 · 85th percentile in category
Top holdings
1.ICICI Bank Ltd7.69%
2.Aditya Infotech Ltd.5.74%
3.INDO-MIM Ltd.4.39%
4.Zomato Ltd4.05%
5.Axis Bank Ltd3.67%
52 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.