ITI Bharat Consumption 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 available metrics, boasting a higher 1-year return of 6.73% compared to ITI Bharat Consumption Fund's 3.58%, along with a superior 5-star rating. However, this comes with a tradeoff, as ITI Bharat Consumption Fund has a slightly higher expense ratio of 0.95% compared to Kotak's 0.7393%, which could impact net returns over time. For investors choosing between these funds, Kotak Business Cycle may offer better performance potential, but it's important to consider the lower expense ratio of ITI Bharat Consumption Fund.
ITI Bharat Consumption Fund - Direct Plan - Growth
ITI Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | ITI Bharat Consumption... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹12.29 | ₹18.71 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 0.95% | 0.7393% |
| AUM | ₹349 Cr | ₹3,413 Cr |
| 1M Return | +5.56% | +3.7% |
| 3M Return | +0.48% | +0.27% |
| 6M Return | +8.76% | +9.23% |
| 1Y Return | +3.58% | +6.73% |
| 3Y CAGR | — | +17.77% |
| Risk Level | — | — |
| Fund Manager | Dhimant Shah | Pankaj Tibrewal |