Kotak Business Cycle - Direct Plan - Growth vs Samco Active Momentum 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 stronger based on its higher star rating of 5 compared to Samco Active Momentum Fund's rating of 1, indicating better overall performance and management. While Samco Active Momentum Fund offers higher 1-year returns at 13.96% versus Kotak's 6.73%, it comes with a significantly higher expense ratio of 2.09%, which can eat into long-term gains. Investors should consider the tradeoff between higher short-term returns and the cost of management fees when choosing between these funds.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Samco Active Momentum Fund - Direct Plan - Growth Option
Samco Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Samco Active Momentum ... |
|---|---|---|
| NAV | ₹18.71 | ₹15.59 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 2.09% |
| AUM | ₹3,413 Cr | ₹774 Cr |
| 1M Return | +3.7% | -4.82% |
| 3M Return | +0.27% | +1.63% |
| 6M Return | +9.23% | +13.3% |
| 1Y Return | +6.73% | +13.96% |
| 3Y CAGR | +17.77% | +14.11% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Umeshkumar Mehta |