Kotak Business Cycle - Direct Plan - Growth vs Quantum Ethical 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 appears to be the stronger option based on its higher star rating of 5 and significantly better 1-year return of 6.73% compared to Quantum Ethical Fund's -1.69%. However, investors should note that Kotak Business Cycle has a lower expense ratio of 0.7393% compared to Quantum Ethical Fund's 0.9%, which could be a meaningful tradeoff for those concerned about costs. Overall, for investors choosing between these two funds, Kotak Business Cycle offers a better performance profile, while Quantum Ethical Fund may appeal to those prioritizing ethical investing despite its lower returns.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Quantum Ethical Fund - Direct Plan Growth Option
Quantum Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Quantum Ethical Fund -... |
|---|---|---|
| NAV | ₹18.71 | ₹9.87 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 0.9% |
| AUM | ₹3,413 Cr | ₹125 Cr |
| 1M Return | +3.7% | -1.0% |
| 3M Return | +0.27% | -0.7% |
| 6M Return | +9.23% | +3.03% |
| 1Y Return | +6.73% | -1.69% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Chirag Mehta |