ITI 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 the metrics provided, boasting a higher star rating of 5 compared to ITI Business Cycle Fund's 2, and delivering superior returns over the 1-year and 3-year periods. However, this comes with a tradeoff as Kotak has a significantly lower expense ratio of 0.7393% compared to ITI's 1.62%, which may impact long-term performance. For investors deciding between these two funds, Kotak may offer a more favorable risk-return profile.
ITI Business Cycle Fund- Direct Plan- Growth
ITI Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | ITI Business Cycle Fun... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹10.38 | ₹18.71 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 1.62% | 0.7393% |
| AUM | ₹116 Cr | ₹3,413 Cr |
| 1M Return | -1.32% | +3.7% |
| 3M Return | -2.39% | +0.27% |
| 6M Return | -0.95% | +9.23% |
| 1Y Return | -4.7% | +6.73% |
| 3Y CAGR | +14.25% | +17.77% |
| 5Y CAGR | +14.28% | — |
| Risk Level | — | — |
| Fund Manager | Alok Ranjan | Pankaj Tibrewal |