HDFC NIFTY 100 Index Fund - Direct Plan - Growth Option 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 superior returns, with a 1Y return of 6.73% and a 3Y CAGR of 17.77%, compared to HDFC NIFTY 100 Index Fund - Direct Plan - Growth's 1Y return of -5.26% and 3Y CAGR of 10.6%. However, investors should note that while Kotak has a slightly lower expense ratio of 0.7393% compared to HDFC's 0.75%, it also has a significantly higher AUM of ₹3413 Cr versus HDFC's ₹568 Cr, which may indicate more investor confidence. Ultimately, for investors considering these funds, Kotak Business Cycle may offer better growth potential but comes with a tradeoff in terms of a higher AUM concentration.
HDFC NIFTY 100 Index Fund - Direct Plan - Growth Option
HDFC Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | HDFC NIFTY 100 Index F... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹10.02 | ₹18.71 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.75% | 0.7393% |
| AUM | ₹568 Cr | ₹3,413 Cr |
| 1M Return | +1.52% | +3.7% |
| 3M Return | -3.72% | +0.27% |
| 6M Return | -1.57% | +9.23% |
| 1Y Return | -5.26% | +6.73% |
| 3Y CAGR | +10.6% | +17.77% |
| Risk Level | — | — |
| Fund Manager | Arun Agarwal | Pankaj Tibrewal |