Aditya Birla Sun Life Dividend Yield Fund - Growth - Direct Plan 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 the metrics provided, boasting a higher star rating of 5 and significantly better returns over the 1-year and 3-year periods compared to Aditya Birla Sun Life Dividend Yield Fund - Growth - Direct Plan, which has a low star rating of 1 and negative 1-year returns. While Kotak Business Cycle has a lower expense ratio at 0.7393%, Aditya Birla Sun Life has a higher expense ratio of 1.87%, which could impact net returns over time. For investors deciding between these two funds, Kotak Business Cycle offers a more favorable performance profile despite its higher AUM.
Aditya Birla Sun Life Dividend Yield Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Aditya Birla Sun Life ... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹460.5 | ₹18.71 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 1.87% | 0.7393% |
| AUM | ₹1,381 Cr | ₹3,413 Cr |
| 1M Return | -7.97% | +3.7% |
| 3M Return | -6.61% | +0.27% |
| 6M Return | -8.92% | +9.23% |
| 1Y Return | -7.28% | +6.73% |
| 3Y CAGR | +10.07% | +17.77% |
| 5Y CAGR | +10.93% | — |
| Risk Level | — | — |
| Fund Manager | Satyabrata Mohanty, Vineet Maloo | Pankaj Tibrewal |