BAJAJ FINSERV CONSUMPTION 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 on the given metrics, showcasing a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to Bajaj Finserv Consumption Fund's 1-year return of -8.41% and no available long-term return data. While Kotak Business Cycle has a significantly lower expense ratio of 0.7393% compared to Bajaj Finserv's 1.23%, it also boasts a higher AUM of ₹3413 Cr versus ₹610 Cr for Bajaj Finserv. Investors should consider that while Kotak Business Cycle offers better performance and lower costs, Bajaj Finserv may appeal to those looking for niche thematic exposure despite its lower ratings.
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH
Bajaj Finserv Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | BAJAJ FINSERV CONSUMPT... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹9.03 | ₹18.71 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 1.23% | 0.7393% |
| AUM | ₹610 Cr | ₹3,413 Cr |
| 1M Return | -6.43% | +3.7% |
| 3M Return | -3.61% | +0.27% |
| 6M Return | +4.1% | +9.23% |
| 1Y Return | -8.41% | +6.73% |
| 3Y CAGR | — | +17.77% |
| Risk Level | — | — |
| Fund Manager | Nimesh Chandan | Pankaj Tibrewal |