Kotak Business Cycle - Direct Plan - Growth vs SBI Dividend Yield 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 the metrics, boasting a 5-star rating and significantly higher returns over 1 year (6.73%) and 3 years (17.77%) compared to SBI Dividend Yield Fund, which has a 1-star rating and negative 1-year returns (-1.79%). However, investors should note the tradeoff in expense ratios, as Kotak's is lower at 0.7393% compared to SBI's 1.12%, which could impact long-term performance. For investors choosing between these funds, Kotak Business Cycle offers better performance metrics, but it's essential to consider the higher AUM of SBI Dividend Yield Fund.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
SBI Dividend Yield Fund - Direct Plan - Growth
SBI Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | SBI Dividend Yield Fun... |
|---|---|---|
| NAV | ₹18.71 | ₹15.35 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 1.12% |
| AUM | ₹3,413 Cr | ₹8,058 Cr |
| 1M Return | +3.7% | -4.95% |
| 3M Return | +0.27% | -2.62% |
| 6M Return | +9.23% | +0.72% |
| 1Y Return | +6.73% | -1.79% |
| 3Y CAGR | +17.77% | +9.59% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Rohit Shimpi |