Axis ESG Integration Strategy Fund - Direct Plan - Growth Option 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 across the board, boasting a 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 Axis ESG Integration Strategy Fund's 1-year return of -6.33% and 3-year CAGR of 7.36%. However, investors should note that while Kotak Business Cycle has a lower expense ratio of 0.7393%, it also has a much larger AUM of ₹3413 Cr compared to Axis's ₹1073 Cr, which may indicate more investor confidence in Kotak. For investors choosing between these funds, Kotak Business Cycle offers a better performance profile, albeit with a tradeoff of potentially higher volatility due to its thematic focus.
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
Axis Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Axis ESG Integration S... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹21.47 | ₹18.71 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 1.87% | 0.7393% |
| AUM | ₹1,073 Cr | ₹3,413 Cr |
| 1M Return | -5.29% | +3.7% |
| 3M Return | -4.15% | +0.27% |
| 6M Return | -1.2% | +9.23% |
| 1Y Return | -6.33% | +6.73% |
| 3Y CAGR | +7.36% | +17.77% |
| 5Y CAGR | +4.54% | — |
| Risk Level | — | — |
| Fund Manager | Jinesh Gopani | Pankaj Tibrewal |