Kotak Business Cycle - Direct Plan - Growth vs SBI ESG Exclusionary Strategy 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 provided, boasting a higher 1-year return of 6.73% and a significantly better 3-year CAGR of 17.77%, compared to SBI ESG Exclusionary Strategy Fund's 1-year return of 0.36% and 3-year CAGR of 10.93%. However, investors should note that Kotak's expense ratio is lower at 0.7393%, while SBI's is higher at 1.46%, which may affect net returns over time. For investors choosing between these two funds, Kotak Business Cycle offers stronger performance metrics, albeit with a smaller AUM compared to SBI.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth
SBI Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | SBI ESG Exclusionary S... |
|---|---|---|
| NAV | ₹18.71 | ₹270.23 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 1.46% |
| AUM | ₹3,413 Cr | ₹4,983 Cr |
| 1M Return | +3.7% | +7.58% |
| 3M Return | +0.27% | +0.11% |
| 6M Return | +9.23% | +4.56% |
| 1Y Return | +6.73% | +0.36% |
| 3Y CAGR | +17.77% | +10.93% |
| 5Y CAGR | — | +7.88% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Rama Iyer Srinivasan |