DSP Nifty Smallcap250 Quality 50 Index 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 the metrics provided, boasting a higher star rating of 5 and significantly better returns over the past year and three years compared to DSP Nifty Smallcap250 Quality 50 Index Fund - Direct - Growth, which has a negative return of -7.09%. However, this comes with a higher expense ratio of 0.7393% compared to DSP's 0.33%, which could impact net returns for investors. For those choosing between these funds, the practical takeaway is that while Kotak offers better performance and a higher AUM, it also carries a higher cost.
DSP Nifty Smallcap250 Quality 50 Index Fund - Direct - Growth
DSP Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | DSP Nifty Smallcap250 ... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹10.96 | ₹18.71 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.33% | 0.7393% |
| AUM | ₹301 Cr | ₹3,413 Cr |
| 1M Return | +1.62% | +3.7% |
| 3M Return | -3.93% | +0.27% |
| 6M Return | -1.1% | +9.23% |
| 1Y Return | -7.09% | +6.73% |
| 3Y CAGR | — | +17.77% |
| Risk Level | — | — |
| Fund Manager | Anil Ghelani | Pankaj Tibrewal |