Aditya Birla Sun Life PSU Equity 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 the metrics provided, with a higher 1-year return of 6.73% and a superior 3-year CAGR of 17.77%, compared to Aditya Birla Sun Life PSU Equity Fund's 1-year return of 3.01% and 3-year CAGR of 16.97%. However, Aditya Birla Sun Life PSU Equity Fund has a significantly larger AUM of ₹6072 Cr, which may indicate greater investor confidence, while Kotak Business Cycle has a higher star rating of 5 versus Aditya Birla's 3. Investors should consider the higher returns and rating of Kotak Business Cycle against its smaller AUM when making a choice.
Aditya Birla Sun Life PSU Equity 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 | ₹37.35 | ₹18.71 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 0.76% | 0.7393% |
| AUM | ₹6,072 Cr | ₹3,413 Cr |
| 1M Return | -5.99% | +3.7% |
| 3M Return | -4.16% | +0.27% |
| 6M Return | -3.69% | +9.23% |
| 1Y Return | +3.01% | +6.73% |
| 3Y CAGR | +16.97% | +17.77% |
| 5Y CAGR | +20.56% | — |
| Risk Level | — | — |
| Fund Manager | Mahesh Patil | Pankaj Tibrewal |