Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Retail Plan - Direct Plan - Growth Option vs Kotak Business Cycle - Direct Plan - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak Business Cycle stands out with a higher star rating of 5 compared to Aditya Birla Sun Life Global Excellence Equity Fund Of Fund's rating of 3, indicating a stronger overall performance and investor confidence. While Kotak Business Cycle has a slightly lower expense ratio at 0.7393% compared to 0.76% for Aditya Birla, it also has a lower AUM of ₹3413 Cr, which may indicate less liquidity. Investors should weigh the higher returns in the short term from Kotak Business Cycle against the more established AUM of Aditya Birla Sun Life when making a choice.
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Retail Plan - Direct Plan - Growth Option
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 | ₹37.52 | ₹18.71 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 0.76% | 0.7393% |
| AUM | ₹5,774 Cr | ₹3,413 Cr |
| 1M Return | -1.6% | +3.7% |
| 3M Return | -4.84% | +0.27% |
| 6M Return | -7.97% | +9.23% |
| 1Y Return | -0.74% | +6.73% |
| 3Y CAGR | +18.43% | +17.77% |
| 5Y CAGR | +21.12% | — |
| Risk Level | — | — |
| Fund Manager | Mahesh Patil | Pankaj Tibrewal |