HSBC Infrastructure 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 superior returns, with a 1Y return of 6.73% and a 3Y CAGR of 17.77%, compared to HSBC Infrastructure Fund - Direct Growth's 1Y return of 5.53% and 3Y CAGR of 15.23%. However, the tradeoff is that the expense ratio for Kotak Business Cycle is lower at 0.7393%, which may appeal to cost-conscious investors, while HSBC has a higher expense ratio of 1.1%. For investors choosing between these funds, Kotak Business Cycle offers better performance metrics but at a slightly higher AUM.
HSBC Infrastructure Fund - Direct Growth
HSBC Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | HSBC Infrastructure Fu... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹55.4 | ₹18.71 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.1% | 0.7393% |
| AUM | ₹2,379 Cr | ₹3,413 Cr |
| 1M Return | -3.52% | +3.7% |
| 3M Return | -3.66% | +0.27% |
| 6M Return | -2.67% | +9.23% |
| 1Y Return | +5.53% | +6.73% |
| 3Y CAGR | +15.23% | +17.77% |
| 5Y CAGR | +15.82% | — |
| Risk Level | — | — |
| Fund Manager | Cheenu Gupta | Pankaj Tibrewal |