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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 (252 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 | ₹97.81 | ₹98.64 |
| 30 May 2023 | ₹105.72 | ₹104.96 |
| 25 Sep 2023 | ₹116.28 | ₹114.74 |
| 20 Jan 2024 | ₹125.35 | ₹130.25 |
| 17 May 2024 | ₹140.99 | ₹139.94 |
| 12 Sep 2024 | ₹166.01 | ₹158.82 |
| 08 Jan 2025 | ₹163.18 | ₹147.69 |
| 06 May 2025 | ₹153.97 | ₹145.86 |
| 01 Sep 2025 | ₹170.09 | ₹150.89 |
| 27 Dec 2025 | ₹172.32 | ₹157.98 |
| 24 Apr 2026 | ₹166.91 | ₹149.94 |
| 20 Aug 2026 | ₹185.25 | ₹156.20 |
| Metric | Kotak Mahindra · Direct NAV ₹18.65 Very High risk ★★★★☆ | Category median Sectoral/ Thematic · 252 funds |
|---|---|---|
| +7.67% | +7.23% | |
| +18.03% | +16.94% | |
| — | +14.70% | |
| — | +15.10% | |
| +17.26% | +14.07% | |
| +16.33% | — | |
| +18.46% | +17.59% | |
| — | +16.29% | |
| — | +16.00% | |
| Risk | ||
| 13.73% | 15.69% | |
| 0.84 | 0.52 | |
| 1.16 | 0.73 | |
| -18.42% | -23.08% | |
| Nifty 500 | — | |
| +5.40% | +4.66% | |
| 0.95 | 0.96 | |
| 110.5% | 109.1% | |
| 83.8% | 91.0% | |
| 0.79% | 1.14% | |
| ₹3,117Cr | ₹1,161Cr | |
| Up to 0.50% | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 25% | 45% | |
| 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.