Kotak BSE Housing Index 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 significantly better returns, with a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to Kotak BSE Housing Index Fund - Direct Plan - Growth's 1-year return of -9.8% and 3-year CAGR of 6.56%. However, this fund comes with a higher expense ratio of 0.7393%, compared to Kotak BSE Housing Index Fund's 0.3429%, which could impact net returns over time. For investors choosing between these funds, Kotak Business Cycle offers better performance but at a higher cost.
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak BSE Housing Inde... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹12.8 | ₹18.71 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.3429% | 0.7393% |
| AUM | ₹11 Cr | ₹3,413 Cr |
| 1M Return | +4.5% | +3.7% |
| 3M Return | -6.05% | +0.27% |
| 6M Return | +1.34% | +9.23% |
| 1Y Return | -9.8% | +6.73% |
| 3Y CAGR | +6.56% | +17.77% |
| Risk Level | — | — |
| Fund Manager | Devender Singhal | Pankaj Tibrewal |