Kotak Business Cycle - Direct Plan - Growth vs Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak Business Cycle - Direct Plan - Growth appears stronger compared to Kotak ESG Exclusionary Strategy Fund, boasting a higher 1-year return of 6.73% and a significantly better 3-year CAGR of 17.77% versus 10.87%. However, this comes with a lower expense ratio of 0.7393% compared to the 1.1428% of the ESG fund, which may appeal to cost-conscious investors. For those weighing their options, Kotak Business Cycle offers better performance metrics, while Kotak ESG Exclusionary Strategy Fund has a higher expense ratio and a lower star rating.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Kotak ESG Exclusionary... |
|---|---|---|
| NAV | ₹18.71 | ₹18.87 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 1.1428% |
| AUM | ₹3,413 Cr | ₹684 Cr |
| 1M Return | +3.7% | +8.13% |
| 3M Return | +0.27% | -0.31% |
| 6M Return | +9.23% | +4.18% |
| 1Y Return | +6.73% | -1.96% |
| 3Y CAGR | +17.77% | +10.87% |
| 5Y CAGR | — | +7.92% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Harsha Upadhyaya |