Axis Services Opportunities 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 to be the stronger option, boasting a 5-star rating and significantly better returns over the past year and three years, with a 1Y return of 6.73% and a 3Y CAGR of 17.77%. In contrast, Axis Services Opportunities Fund - Direct Plan - Growth has a 1-star rating and a negative 1Y return of -8.34%, which indicates a substantial tradeoff in performance despite its higher expense ratio of 0.96% compared to Kotak's 0.7393%. For investors choosing between these funds, Kotak Business Cycle offers a better track record and lower costs, making it a more appealing option.

Axis Mutual Fund

Axis Services Opportunities Fund - Direct Plan - Growth Option

Axis Mutual Fund

★★★★★

Equity · Thematic

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Metric Axis Services Opportun... Kotak Business Cycle -...
NAV ₹9.45 ₹18.71
Star Rating ★ ★★★★★
Expense Ratio 0.96% 0.7393%
AUM ₹1,308 Cr ₹3,413 Cr
1M Return -3.37% +3.7%
3M Return -5.5% +0.27%
6M Return +1.72% +9.23%
1Y Return -8.34% +6.73%
3Y CAGR — +17.77%
Risk Level — —
Fund Manager Sachin Relekar Pankaj Tibrewal