Aditya Birla Sun Life ESG Integration Strategy 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 significantly better returns, with a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to Aditya Birla Sun Life ESG Integration Strategy Fund's 1-year return of -4.14% and 3-year CAGR of 9.27%. However, investors should note the tradeoff in expense ratios, as Aditya Birla Sun Life has a higher expense ratio of 1.44% compared to Kotak's 0.7393%. For investors choosing between these funds, Kotak Business Cycle offers a more favorable performance profile at a lower cost.
Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth
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 | ₹18.28 | ₹18.71 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 1.44% | 0.7393% |
| AUM | ₹579 Cr | ₹3,413 Cr |
| 1M Return | -4.99% | +3.7% |
| 3M Return | -3.69% | +0.27% |
| 6M Return | -1.77% | +9.23% |
| 1Y Return | -4.14% | +6.73% |
| 3Y CAGR | +9.27% | +17.77% |
| 5Y CAGR | +5.54% | — |
| Risk Level | — | — |
| Fund Manager | Satyabrata Mohanty | Pankaj Tibrewal |