HDFC NIFTY200 Momentum 30 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 superior 1-year return of 6.73% compared to HDFC NIFTY200 Momentum 30 Index Fund - Direct Plan's return of -5.26%. While Kotak has a slightly lower expense ratio at 0.7393%, it also boasts a significantly larger AUM of ₹3413 Cr, indicating greater investor confidence. Investors should note that while Kotak offers better performance metrics, it may come with a different risk profile that isn't specified here. Ultimately, for investors weighing options, Kotak Business Cycle may present a more promising opportunity based on current performance and ratings.
HDFC NIFTY200 Momentum 30 Index Fund - Direct Plan
HDFC Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | HDFC NIFTY200 Momentum... | 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 | — | +17.77% |
| Risk Level | — | — |
| Fund Manager | Arun Agarwal | Pankaj Tibrewal |