Kotak Business Cycle - Direct Plan - Growth vs Samco Special Opportunities 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 metrics, boasting a high star rating of 5 and significantly better returns, with a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to Samco Special Opportunities Fund's 1-year return of just 0.11% and a lower star rating of 2. However, investors should note that while Kotak has a lower expense ratio of 0.7393%, Samco's higher expense ratio of 1.9% may lead to reduced net returns over time. In summary, for investors choosing between these funds, Kotak Business Cycle presents a more favorable risk-return profile.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Samco Special Opportunities Fund - Direct Plan - Growth
Samco Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Samco Special Opportun... |
|---|---|---|
| NAV | ₹18.71 | ₹8.89 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 1.9% |
| AUM | ₹3,413 Cr | ₹124 Cr |
| 1M Return | +3.7% | -7.78% |
| 3M Return | +0.27% | -1.55% |
| 6M Return | +9.23% | +2.89% |
| 1Y Return | +6.73% | +0.11% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Dhawal Ghanshyam Dhanani |