ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option 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, showing a 1-year return of 6.73% and a 3-year CAGR of 17.77%. In contrast, ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option has a lower star rating of 2 and a negative 1-year return of -5.59%, although it has a higher AUM of ₹36468 Cr compared to Kotak's ₹3413 Cr. Investors should note that while Kotak offers better returns and a lower expense ratio of 0.7393%, it has a significantly smaller AUM, which may affect liquidity. Ultimately, for investors weighing performance against size, Kotak Business Cycle may be the preferable choice.
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option
ICICI Prudential Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | ICICI Prudential India... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹37.82 | ₹18.71 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.92% | 0.7393% |
| AUM | ₹36,468 Cr | ₹3,413 Cr |
| 1M Return | -3.37% | +3.7% |
| 3M Return | -4.11% | +0.27% |
| 6M Return | -5.28% | +9.23% |
| 1Y Return | -5.59% | +6.73% |
| 3Y CAGR | +12.45% | +17.77% |
| 5Y CAGR | +15.07% | — |
| Risk Level | — | — |
| Fund Manager | Roshan Chutkey | Pankaj Tibrewal |