FundLens
80
Business CycleStrong Buy

Kotak BusIness Cycle

Kotak · Direct–Growth · rank #2 / 19 Smart Score ke hisaab se

Data updated

Kotak BusIness Cycle ka score 80/100 hai — 19 mein #2 Business Cycle fund (Strong Buy). Mazbooti: 3 saal ka return (category mein 83th percentile) aur expense ratio (category mein 92th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
4.7%
+5.7% index ke muqable
3 saal
16.3%
+4.7% index ke muqable
5 saal
Launch se
16.3%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2023
24.7%
2024
29.4%
2025
6.9%
2026
2.5%

Risk metrics

Sharpe ratio
0.74
↑ jitna zyada, utna accha
Sortino ratio
1.00
↑ jitna zyada, utna accha
Std deviation
15.37
↓ jitna kam, utna accha
Alpha
2.74
↑ jitna zyada, utna accha
Beta
0.94
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.