HSBC Business Cycles Fund - Direct Growth 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 better recent performance, with a 1Y return of 6.73% and a 3Y CAGR of 17.77%, compared to HSBC Business Cycles Fund - Direct Growth's 1Y return of -4.19% and 3Y CAGR of 15.16%. However, this comes with a tradeoff as Kotak has a lower expense ratio of 0.7393% compared to HSBC's 1.15%, which could positively impact net returns over time. For investors deciding between the two, Kotak offers a more favorable performance profile but at a lower expense ratio.
HSBC Business Cycles Fund - Direct Growth
HSBC Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | HSBC Business Cycles F... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹45.65 | ₹18.71 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.15% | 0.7393% |
| AUM | ₹1,178 Cr | ₹3,413 Cr |
| 1M Return | -4.0% | +3.7% |
| 3M Return | -2.57% | +0.27% |
| 6M Return | -1.67% | +9.23% |
| 1Y Return | -4.19% | +6.73% |
| 3Y CAGR | +15.16% | +17.77% |
| 5Y CAGR | +13.23% | — |
| Risk Level | — | — |
| Fund Manager | Sonal Gupta | Pankaj Tibrewal |