Kotak Business Cycle - Direct Plan - Growth vs Kotak US Specific Equity Passive FOF- Direct Plan - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak US Specific Equity Passive FOF- Direct Plan - Growth appears stronger based on returns, boasting a 1-year return of 24.73% and a 3-year CAGR of 31.46%, compared to Kotak Business Cycle - Direct Plan - Growth's 1-year return of 6.73% and 3-year CAGR of 17.77%. However, this comes with a tradeoff in terms of AUM, as the US Specific Equity fund has significantly lower assets under management at ₹151 Cr compared to the Business Cycle fund's ₹3413 Cr, which may indicate less stability. Investors should consider the higher returns of the US Specific Equity fund against its smaller size when making a choice.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Kotak US Specific Equity Passive FOF- Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Kotak US Specific Equi... |
|---|---|---|
| NAV | ₹18.71 | ₹10.19 |
| Star Rating | ★★★★★ | ★★★★★ |
| Expense Ratio | 0.7393% | 0.2066% |
| AUM | ₹3,413 Cr | ₹151 Cr |
| 1M Return | +3.7% | -5.74% |
| 3M Return | +0.27% | -7.94% |
| 6M Return | +9.23% | -7.61% |
| 1Y Return | +6.73% | +24.73% |
| 3Y CAGR | +17.77% | +31.46% |
| 5Y CAGR | — | +19.28% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Abhishek Bisen |