HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth Direct 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 significantly better returns over the 1Y and 3Y periods compared to HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth Direct, which has a star rating of 1 and negative 1Y returns. While Kotak Business Cycle has a lower expense ratio at 0.7393%, it also has a much larger AUM of ₹3413 Cr, indicating greater investor confidence. For investors choosing between these funds, Kotak Business Cycle may offer a more favorable risk-return profile despite its larger size.
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth Direct
Sundaram Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | HSBC Asia Pacific (Ex ... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹138.43 | ₹18.71 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 1.27% | 0.7393% |
| AUM | ₹757 Cr | ₹3,413 Cr |
| 1M Return | -0.24% | +3.7% |
| 3M Return | -5.19% | +0.27% |
| 6M Return | -5.64% | +9.23% |
| 1Y Return | -8.92% | +6.73% |
| 3Y CAGR | +9.24% | +17.77% |
| 5Y CAGR | +9.2% | — |
| Risk Level | — | — |
| Fund Manager | Dhimant Shah | Pankaj Tibrewal |