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 India Business Cycle Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Thematic
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 |