Kotak Business Cycle - Direct Plan - Growth vs LIC MF Dividend Yield Fund-Direct Plan-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 higher star rating of 5 and superior 1-year return of 6.73% compared to LIC MF Dividend Yield Fund-Direct Plan-Growth's 2.59%. While Kotak has a lower expense ratio of 0.7393% versus LIC's 0.97%, it also boasts a significantly larger AUM of ₹3413 Cr compared to ₹759 Cr for LIC. Investors should note that while Kotak offers better returns and a higher rating, it may come with a tradeoff in terms of its thematic focus compared to LIC's dividend yield strategy. For those choosing between these funds, Kotak may be more appealing for growth-oriented investors, while LIC could attract those seeking income through dividends.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
LIC MF Dividend Yield Fund-Direct Plan-Growth
LIC Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | LIC MF Dividend Yield ... |
|---|---|---|
| NAV | ₹18.71 | ₹34.56 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.7393% | 0.97% |
| AUM | ₹3,413 Cr | ₹759 Cr |
| 1M Return | +3.7% | -3.82% |
| 3M Return | +0.27% | -2.4% |
| 6M Return | +9.23% | +9.37% |
| 1Y Return | +6.73% | +2.59% |
| 3Y CAGR | +17.77% | +17.48% |
| 5Y CAGR | — | +13.75% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Alok Ranjan |