Kotak Business Cycle - Direct Plan - Growth vs SBI CONSUMPTION 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 to be the stronger option, showcasing a 5-star rating and significantly better returns over 1 year and 3 years at 6.73% and 17.77%, respectively, compared to SBI Consumption Opportunities Fund's -11.38% and 5.31%. However, investors should note that Kotak has a lower expense ratio of 0.7393% versus SBI's 1.2%, which could be a meaningful tradeoff for cost-conscious investors. In summary, for those prioritizing performance and lower costs, Kotak Business Cycle may be the preferable choice.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH
SBI Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | SBI CONSUMPTION OPPORT... |
|---|---|---|
| NAV | ₹18.71 | ₹317.11 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 1.2% |
| AUM | ₹3,413 Cr | ₹2,641 Cr |
| 1M Return | +3.7% | +1.52% |
| 3M Return | +0.27% | -6.92% |
| 6M Return | +9.23% | -5.55% |
| 1Y Return | +6.73% | -11.38% |
| 3Y CAGR | +17.77% | +5.31% |
| 5Y CAGR | — | +10.06% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Saurabh Pant |