HDFC Dividend Yield Fund - Growth Plan 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 superior returns across the 1-year and 3-year periods, with a 1Y return of 6.73% and a 3Y CAGR of 17.77%. In contrast, HDFC Dividend Yield Fund - Growth Plan has lower returns, with a 1Y return of -4.19% and a 3Y CAGR of 9.96%, despite having a higher AUM of ₹5274 Cr. The tradeoff here is that while Kotak Business Cycle has a lower expense ratio of 0.7393%, it also has a smaller AUM compared to HDFC's offering. For investors choosing between these funds, Kotak Business Cycle may provide better growth potential, albeit with a smaller asset base.
HDFC Dividend Yield Fund - Growth Plan
HDFC Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | HDFC Dividend Yield Fu... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹25.64 | ₹18.71 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 0.88% | 0.7393% |
| AUM | ₹5,274 Cr | ₹3,413 Cr |
| 1M Return | -3.76% | +3.7% |
| 3M Return | -3.35% | +0.27% |
| 6M Return | +1.42% | +9.23% |
| 1Y Return | -4.19% | +6.73% |
| 3Y CAGR | +9.96% | +17.77% |
| 5Y CAGR | +11.84% | — |
| Risk Level | — | — |
| Fund Manager | Gopal Agrawal | Pankaj Tibrewal |