HSBC India Export Opportunities 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 a lower expense ratio of 0.7393%, which can benefit long-term investors by reducing costs. However, it has lower 1-year returns at 6.73% compared to HSBC India Export Opportunities Fund's 20.12%, indicating a tradeoff between higher recent performance and lower fees. For investors choosing between these funds, it's essential to weigh the importance of recent returns against long-term cost efficiency.

HSBC Mutual Fund

HSBC India Export Opportunities Fund - Direct Growth

HSBC Mutual Fund

★★★★★

Equity · Thematic

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Metric HSBC India Export Oppo... Kotak Business Cycle -...
NAV ₹11.9 ₹18.71
Star Rating ★★★★ ★★★★★
Expense Ratio 1.02% 0.7393%
AUM ₹1,325 Cr ₹3,413 Cr
1M Return -1.68% +3.7%
3M Return +8.46% +0.27%
6M Return +26.7% +9.23%
1Y Return +20.12% +6.73%
3Y CAGR — +17.77%
Risk Level — —
Fund Manager Abhishek Gupta Pankaj Tibrewal