Kotak Business Cycle - Direct Plan - Growth vs SBI Energy Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal 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 and significantly better 1-year return of 6.73% compared to SBI Energy Opportunities Fund's -0.83%. However, investors should note that Kotak has a lower AUM of ₹3413 Cr versus SBI's ₹7965 Cr, which may imply less liquidity. In summary, for investors weighing their options, Kotak offers better performance but with a smaller asset base.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
SBI Energy Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option
SBI Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | SBI Energy Opportuniti... |
|---|---|---|
| NAV | ₹18.71 | ₹10.98 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 0.94% |
| AUM | ₹3,413 Cr | ₹7,965 Cr |
| 1M Return | +3.7% | +0.43% |
| 3M Return | +0.27% | -4.83% |
| 6M Return | +9.23% | -5.51% |
| 1Y Return | +6.73% | -0.83% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Raj Gandhi |