Axis Business Cycles 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 on the given metrics, showcasing a higher star rating of 5 and significantly better returns, with a 1Y return of 6.73% and a 3Y CAGR of 17.77% compared to Axis Business Cycles Fund's 1Y return of -0.12% and 3Y CAGR of 11.94%. However, this comes with a tradeoff in terms of AUM, as Kotak has a higher AUM of ₹3413 Cr compared to Axis's ₹2168 Cr, which may indicate more investor confidence. For investors choosing between these funds, Kotak offers better performance metrics but with a lower expense ratio, making it a more attractive option overall.

Axis Mutual Fund

Axis Business Cycles Fund - Direct Plan - Growth

Axis Mutual Fund

★★★★★

Equity · Thematic

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Metric Axis Business Cycles F... Kotak Business Cycle -...
NAV ₹17.06 ₹18.71
Star Rating ★★★ ★★★★★
Expense Ratio 1.62% 0.7393%
AUM ₹2,168 Cr ₹3,413 Cr
1M Return -6.21% +3.7%
3M Return -1.39% +0.27%
6M Return +4.28% +9.23%
1Y Return -0.12% +6.73%
3Y CAGR +11.94% +17.77%
Risk Level — —
Fund Manager Ashish Naik Pankaj Tibrewal