Edelweiss Business Cycle 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 based on its higher star rating of 5 and significantly better returns, with a 1-year return of 6.73% compared to Edelweiss Business Cycle Fund's 1.4%. However, while Kotak has a lower expense ratio at 0.7393%, it also has a higher AUM of ₹3413 Cr, indicating greater investor confidence. For investors deciding between these two funds, Kotak offers better performance metrics but comes with a tradeoff of potentially less personalized management due to its larger size.

Edelweiss Mutual Fund

Edelweiss Business Cycle Fund - Direct Plan - Growth

Edelweiss Mutual Fund

★★★★★

Equity · Thematic

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Metric Edelweiss Business Cyc... Kotak Business Cycle -...
NAV ₹9.18 ₹18.71
Star Rating ★★ ★★★★★
Expense Ratio 1.28% 0.7393%
AUM ₹1,463 Cr ₹3,413 Cr
1M Return -2.76% +3.7%
3M Return +1.78% +0.27%
6M Return +8.62% +9.23%
1Y Return +1.4% +6.73%
3Y CAGR — +17.77%
Risk Level — —
Fund Manager Bhavesh Jain Pankaj Tibrewal