ICICI Prudential ESG Exclusionary Strategy Fund - Direct Plan - 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 the metrics provided, boasting a higher star rating of 5 and significantly better returns with a 1-year return of 6.73% and a 3-year CAGR of 17.77%. In contrast, ICICI Prudential ESG Exclusionary Strategy Fund - Direct Plan - Growth has a lower star rating of 1 and negative 1-year returns at -8.97%, which indicates a meaningful tradeoff where higher returns come with a lower expense ratio in Kotak's fund. For investors choosing between these two, Kotak Business Cycle offers a more favorable performance profile despite being in the same thematic equity category.

ICICI Prudential Mutual Fund

ICICI Prudential ESG Exclusionary Strategy Fund - Direct Plan - Growth

ICICI Prudential Mutual Fund

★★★★★

Equity · Thematic

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Metric ICICI Prudential ESG E... Kotak Business Cycle -...
NAV ₹21.92 ₹18.71
Star Rating ★ ★★★★★
Expense Ratio 1.3% 0.7393%
AUM ₹1,356 Cr ₹3,413 Cr
1M Return -4.2% +3.7%
3M Return -5.52% +0.27%
6M Return +1.67% +9.23%
1Y Return -8.97% +6.73%
3Y CAGR +10.27% +17.77%
5Y CAGR +9.02% —
Risk Level — —
Fund Manager Mrinal Singh Pankaj Tibrewal