Kotak Active Momentum Fund - Direct Plan - Growth 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 1-year return of 6.73%, compared to Kotak Active Momentum Fund's 5.92%. Additionally, it has a lower expense ratio of 0.7393%, which could enhance net returns for investors. However, Kotak Active Momentum Fund has a smaller AUM of ₹1590 Cr, while Kotak Business Cycle boasts a larger AUM of ₹3413 Cr, indicating potentially greater investor confidence in the latter. For investors choosing between these two funds, Kotak Business Cycle may offer a more attractive combination of performance and cost-efficiency.

Kotak Mahindra Mutual Fund

Kotak Active Momentum Fund - Direct Plan - Growth option

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Metric Kotak Active Momentum ... Kotak Business Cycle -...
NAV ₹10.81 ₹18.71
Star Rating ★★★★ ★★★★★
Expense Ratio 1.4262% 0.7393%
AUM ₹1,590 Cr ₹3,413 Cr
1M Return +1.02% +3.7%
3M Return -5.49% +0.27%
6M Return +2.23% +9.23%
1Y Return +5.92% +6.73%
3Y CAGR — +17.77%
Risk Level — —
Fund Manager Abhishek Bisen Pankaj Tibrewal