Kotak Business Cycle - Direct Plan - Growth vs Kotak Energy Opportunities Fund-Direct-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 metrics, boasting a higher 1-year return of 6.73% and a solid 3-year CAGR of 17.77%, compared to Kotak Energy Opportunities Fund-Direct-Growth, which has a negative 1-year return of -0.06% and no available 3-year CAGR data. However, the tradeoff is that Kotak Business Cycle has a lower expense ratio of 0.7393% compared to Kotak Energy Opportunities' higher expense ratio of 1.1118%, which could impact long-term returns. For investors deciding between the two, Kotak Business Cycle offers a more favorable performance outlook with a better star rating, making it the more compelling choice.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Kotak Energy Opportunities Fund-Direct-Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Kotak Energy Opportuni... |
|---|---|---|
| NAV | ₹18.71 | ₹10.56 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.7393% | 1.1118% |
| AUM | ₹3,413 Cr | ₹264 Cr |
| 1M Return | +3.7% | -0.04% |
| 3M Return | +0.27% | -3.78% |
| 6M Return | +9.23% | -5.44% |
| 1Y Return | +6.73% | -0.06% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Abhishek Bisen |