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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Sectoral/ Thematic median (248 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 06 Oct 2022 – 20 Aug 2026, limited by Kotak Business Cycle Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Kotak Business Cycle Fund | Nifty 500 |
|---|---|---|
| 06 Oct 2022 | ₹100.00 | ₹100.00 |
| 01 Feb 2023 | ₹97.24 | ₹98.64 |
| 30 May 2023 | ₹104.51 | ₹104.96 |
| 25 Sep 2023 | ₹114.33 | ₹114.74 |
| 20 Jan 2024 | ₹122.67 | ₹130.25 |
| 17 May 2024 | ₹137.27 | ₹139.94 |
| 12 Sep 2024 | ₹160.86 | ₹158.82 |
| 08 Jan 2025 | ₹157.38 | ₹147.69 |
| 06 May 2025 | ₹147.83 | ₹145.86 |
| 01 Sep 2025 | ₹162.60 | ₹150.89 |
| 27 Dec 2025 | ₹164.03 | ₹157.98 |
| 24 Apr 2026 | ₹147.02 | ₹149.94 |
| 20 Aug 2026 | ₹162.51 | ₹156.20 |
| Metric | Kotak Mahindra · Regular · IDCW NAV ₹16.35 Very High risk ★★★★★ | Category median Sectoral/ Thematic · 248 funds |
|---|---|---|
| -1.23% | +3.54% | |
| +13.57% | +11.47% | |
| — | +9.70% | |
| — | +10.32% | |
| +13.36% | +9.15% | |
| +11.05% | — | |
| +15.44% | +12.10% | |
| — | +10.32% | |
| — | +8.80% | |
| Risk | ||
| 14.01% | 15.91% | |
| 0.51 | 0.25 | |
| 0.68 | 0.32 | |
| -20.72% | -26.14% | |
| Nifty 500 | — | |
| +1.22% | -0.04% | |
| 1.06 | 0.98 | |
| 106.8% | 98.3% | |
| 103.4% | 101.5% | |
| 2.07% | 2.38% | |
| ₹3,117Cr | ₹1,160Cr | |
| Up to 0.50% | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 25% | 42% | |
| Abhishek Bisen | — | |
| 06 Oct 2022 | — | |
| 51 | — | |
| 40.8% | — | |
| 0.7% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.