HDFC NIFTY Realty Index Fund - Direct 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 its higher star rating of 5 and significantly better returns, with a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to HDFC NIFTY Realty Index Fund - Direct Plan's 1-year return of -11.5%. However, it comes with a higher expense ratio of 0.7393% versus HDFC's 0.54%, which could impact net returns over time. For investors deciding between these two, the choice may hinge on whether they prioritize higher returns and a strong rating despite a slightly higher cost.
HDFC NIFTY Realty Index Fund - Direct Plan
HDFC Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | HDFC NIFTY Realty Inde... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹9.28 | ₹18.71 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 0.54% | 0.7393% |
| AUM | ₹176 Cr | ₹3,413 Cr |
| 1M Return | +0.4% | +3.7% |
| 3M Return | -8.63% | +0.27% |
| 6M Return | +6.12% | +9.23% |
| 1Y Return | -11.5% | +6.73% |
| 3Y CAGR | — | +17.77% |
| Risk Level | — | — |
| Fund Manager | Arun Agarwal | Pankaj Tibrewal |