Aditya Birla Sun Life Special Opportunities Fund-Direct-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 due to its higher star rating of 5 compared to Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth's 3, indicating better overall performance and management. However, while Kotak has a lower expense ratio of 0.7393%, it also shows lower returns over the past year at 6.73% compared to Aditya Birla's 10.74%. For investors choosing between these funds, the tradeoff lies in Kotak's superior rating and lower costs versus Aditya Birla's higher short-term returns.
Aditya Birla Sun Life Special Opportunities Fund-Direct-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 | ₹30.0 | ₹18.71 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.18% | 0.7393% |
| AUM | ₹1,279 Cr | ₹3,413 Cr |
| 1M Return | -2.91% | +3.7% |
| 3M Return | +0.13% | +0.27% |
| 6M Return | +10.62% | +9.23% |
| 1Y Return | +10.74% | +6.73% |
| 3Y CAGR | +17.92% | +17.77% |
| 5Y CAGR | +13.02% | — |
| Risk Level | — | — |
| Fund Manager | Anil Shah | Pankaj Tibrewal |