Aditya Birla Sun Life Business Cycle Fund-Direct Growth vs Kotak Business Cycle - Direct Plan - Growth

Side-by-side comparison of NAV, returns, expense ratio and star rating.

TopFund Analysis

Kotak Business Cycle - Direct Plan - Growth appears stronger based on its higher star rating of 5 and superior returns, with a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to Aditya Birla Sun Life Business Cycle Fund-Direct Growth's 1-year return of 4.43% and 3-year CAGR of 11.82%. However, this comes with a tradeoff, as the expense ratio for Kotak is significantly lower at 0.7393%, which may appeal to cost-conscious investors. For investors choosing between these funds, Kotak offers better performance metrics but at a lower expense ratio, making it a compelling option.

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Business Cycle Fund-Direct Growth

Aditya Birla Sun Life Mutual Fund

★★★★★

Equity · Thematic

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Metric Aditya Birla Sun Life ... Kotak Business Cycle -...
NAV ₹16.51 ₹18.71
Star Rating ★★★ ★★★★★
Expense Ratio 1.56% 0.7393%
AUM ₹1,843 Cr ₹3,413 Cr
1M Return -4.84% +3.7%
3M Return -0.24% +0.27%
6M Return +10.95% +9.23%
1Y Return +4.43% +6.73%
3Y CAGR +11.82% +17.77%
Risk Level — —
Fund Manager Vineet Maloo Pankaj Tibrewal