77
Business CycleBuy
Kotak BusIness Cycle
Kotak · Direct–Growth · rank #1 of 19 by Smart Score
Data updated
Trailing returns
1 Year
3.5%
+5.5% vs index
3 Years
15.3%
+5.5% vs index
5 Years
—
Since launch
16.1%
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
+4.4%+8.0% vs index
Why this score
Kotak BusIness Cycle scores 77/100 — the top-rated Business Cycle fund of 19 (Buy). It stands out for 3y return and expense ratio — beating 75% 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 return15.29% · 75th percentile in category
Expense ratio0.79% · 92nd percentile in category
Sharpe ratio0.78 · 79th percentile in category
Fund size3508.76 Cr · 92nd percentile in category
Sortino ratio0.88 · 85th percentile in category
Alpha4.16 · 74th percentile in category
Top holdings
1.ICICI Bank Ltd8.23%
2.Aditya Infotech Ltd.5.17%
3.Zomato Ltd4.04%
4.Axis Bank Ltd3.78%
5.Aster DM Healthcare Ltd3.56%
52 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.