Edelweiss Recently Listed IPO 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, indicating better overall performance and management quality compared to Edelweiss Recently Listed IPO Fund Direct Plan Growth, which has a rating of 3. However, investors should note that while Kotak has a lower expense ratio of 0.7393%, it also shows significantly lower one-year returns of 6.73% compared to Edelweiss's 25.12%, reflecting a tradeoff between higher returns and lower costs. For investors deciding between the two, the choice may hinge on whether they prioritize higher recent returns or a more favorable expense ratio and star rating.
Edelweiss Recently Listed IPO Fund Direct Plan Growth
Edelweiss Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Edelweiss Recently Lis... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹36.87 | ₹18.71 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.31% | 0.7393% |
| AUM | ₹1,230 Cr | ₹3,413 Cr |
| 1M Return | +2.0% | +3.7% |
| 3M Return | +9.86% | +0.27% |
| 6M Return | +38.39% | +9.23% |
| 1Y Return | +25.12% | +6.73% |
| 3Y CAGR | +18.25% | +17.77% |
| 5Y CAGR | +11.88% | — |
| Risk Level | — | — |
| Fund Manager | Bhavesh Jain, Bharat Lahoti | Pankaj Tibrewal |