Kotak Business Cycle - Direct Plan - Growth vs QUANTUM ESG BEST IN CLASS 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 demonstrates stronger performance metrics compared to QUANTUM ESG BEST IN CLASS STRATEGY FUND, with a 1-year return of 6.73% and a 3-year CAGR of 17.77%, while the latter shows a negative 1-year return of -3.6% and a 3-year CAGR of only 8.9%. Although Kotak Business Cycle has a lower expense ratio of 0.7393% compared to QUANTUM's 0.81%, the significant difference in star ratings (5 for Kotak versus 1 for QUANTUM) highlights a meaningful tradeoff in performance and investor confidence. For investors choosing between these funds, Kotak Business Cycle appears to be the more favorable option based on performance and ratings.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION
Quantum Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | QUANTUM ESG BEST IN CL... |
|---|---|---|
| NAV | ₹18.71 | ₹24.84 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 0.81% |
| AUM | ₹3,413 Cr | ₹88 Cr |
| 1M Return | +3.7% | +4.99% |
| 3M Return | +0.27% | -2.59% |
| 6M Return | +9.23% | +1.76% |
| 1Y Return | +6.73% | -3.6% |
| 3Y CAGR | +17.77% | +8.9% |
| 5Y CAGR | — | +7.12% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Chirag Mehta |