Kotak Business Cycle - Direct Plan - Growth vs Kotak Pioneer Fund-Direct Plan-Reinvestment 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 with a higher star rating of 5 compared to Kotak Pioneer Fund-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal option, which has a rating of 4. However, while Kotak Pioneer Fund offers better 3-year CAGR returns at 19.6% and a lower expense ratio of 0.6132%, it has a lower star rating and slightly lower AUM at ₹4294 Cr. For investors choosing between them, the decision may hinge on prioritizing higher ratings versus better long-term returns and lower costs.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Kotak Pioneer Fund-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal option
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Kotak Pioneer Fund-Dir... |
|---|---|---|
| NAV | ₹18.71 | ₹38.66 |
| Star Rating | ★★★★★ | ★★★★ |
| Expense Ratio | 0.7393% | 0.6132% |
| AUM | ₹3,413 Cr | ₹4,294 Cr |
| 1M Return | +3.7% | -0.23% |
| 3M Return | +0.27% | -1.79% |
| 6M Return | +9.23% | +8.47% |
| 1Y Return | +6.73% | +6.73% |
| 3Y CAGR | +17.77% | +19.6% |
| 5Y CAGR | — | +14.13% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Harish Krishnan |