Aditya Birla Sun Life Low Duration Fund -INSTITUTIONAL - DAILY IDCW 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 Low Duration Fund's 1-year return of 4.1% and negative CAGRs over 3 and 5 years. However, this comes with a tradeoff as the expense ratio for Kotak Business Cycle is lower at 0.7393%, which may contribute to its higher performance, while Aditya Birla Sun Life has a higher expense ratio of 1.04%. For investors deciding between these two funds, Kotak Business Cycle offers better performance metrics but at a lower cost, making it the more attractive option.
Aditya Birla Sun Life Low Duration Fund -INSTITUTIONAL - DAILY IDCW
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 | ₹16.43 | ₹18.71 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 1.04% | 0.7393% |
| AUM | ₹1,725 Cr | ₹3,413 Cr |
| 1M Return | -8.37% | +3.7% |
| 3M Return | -1.79% | +0.27% |
| 6M Return | +8.16% | +9.23% |
| 1Y Return | +4.1% | +6.73% |
| 3Y CAGR | -0.07% | +17.77% |
| 5Y CAGR | -0.09% | — |
| Risk Level | — | — |
| Fund Manager | Dhaval Gala | Pankaj Tibrewal |