Aditya Birla Sun Life Transportation and Logistics 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 based on its higher star rating of 5 and a lower expense ratio of 0.7393%, which can enhance net returns for investors. However, while it has a larger AUM of ₹3413 Cr, its 1-year return of 6.73% is lower than Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth's 8.49%, indicating a tradeoff between higher returns and a lower rating. For investors deciding between these two funds, consider the balance between immediate returns and long-term performance potential.
Aditya Birla Sun Life Transportation and Logistics 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 | ₹16.99 | ₹18.71 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 1.04% | 0.7393% |
| AUM | ₹1,725 Cr | ₹3,413 Cr |
| 1M Return | -3.14% | +3.7% |
| 3M Return | -0.64% | +0.27% |
| 6M Return | +13.87% | +9.23% |
| 1Y Return | +8.49% | +6.73% |
| 3Y CAGR | — | +17.77% |
| Risk Level | — | — |
| Fund Manager | Dhaval Gala | Pankaj Tibrewal |