Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-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 one-year return of 6.73%, compared to Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth's 1.7%. However, while Kotak has a slightly lower expense ratio of 0.7393%, it also has a smaller AUM of ₹3413 Cr compared to Aditya Birla's ₹5774 Cr. Investors should consider that while Kotak offers better short-term performance and a higher rating, it comes with lower assets under management.

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-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 ₹36.81 ₹18.71
Star Rating ★★★ ★★★★★
Expense Ratio 0.76% 0.7393%
AUM ₹5,774 Cr ₹3,413 Cr
1M Return -6.55% +3.7%
3M Return -6.88% +0.27%
6M Return -10.44% +9.23%
1Y Return +1.7% +6.73%
3Y CAGR +17.56% +17.77%
5Y CAGR +20.33% —
Risk Level — —
Fund Manager Mahesh Patil Pankaj Tibrewal