Invesco India Business Cycle 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 its higher star rating of 5 and a lower expense ratio of 0.7393%, compared to Invesco India Business Cycle Fund - Direct Plan - Growth's rating of 4 and expense ratio of 0.83%. However, Invesco's 1-year return of 10.51% surpasses Kotak's 1-year return of 6.73%, indicating a tradeoff between higher short-term returns and a lower expense ratio. For investors deciding between these two funds, consider Kotak's strong rating and lower costs against Invesco's better recent performance.

Invesco Mutual Fund

Invesco India Business Cycle Fund - Direct Plan - Growth

Invesco Mutual Fund

★★★★★

Equity · Thematic

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Metric Invesco India Business... Kotak Business Cycle -...
NAV ₹14.19 ₹18.71
Star Rating ★★★★ ★★★★★
Expense Ratio 0.83% 0.7393%
AUM ₹1,381 Cr ₹3,413 Cr
1M Return -3.67% +3.7%
3M Return -2.54% +0.27%
6M Return +22.22% +9.23%
1Y Return +10.51% +6.73%
3Y CAGR — +17.77%
Risk Level — —
Fund Manager Aditya Khemani Pankaj Tibrewal