Kotak Business Cycle - Direct Plan - Growth vs Kotak ESG Exclusionary Strategy Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak Business Cycle - Direct Plan - Growth appears stronger based on metrics, boasting a higher 1-year return of 6.73% and a significantly better 3-year CAGR of 17.77%, compared to Kotak ESG Exclusionary Strategy Fund's 1-year return of -1.96% and 3-year CAGR of 10.87%. However, this comes with a lower expense ratio of 0.7393%, while the ESG fund has a higher expense ratio of 1.1428%, indicating a tradeoff between performance and costs. For investors choosing between these funds, the Kotak Business Cycle fund offers better returns but at a lower expense ratio, making it a more appealing option overall.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Kotak ESG Exclusionary Strategy Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal 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 |