Kotak Business Cycle - Direct Plan - Growth vs SBI INFRASTRUCTURE 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 higher star rating of 5 and superior returns, achieving a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to SBI INFRASTRUCTURE FUND's 1-year return of 1.85% and 3-year CAGR of 12.99%. However, SBI INFRASTRUCTURE FUND has a larger AUM of ₹4700 Cr, but it comes with a higher expense ratio of 1.19% compared to Kotak's 0.7393%. For investors choosing between them, Kotak Business Cycle offers better performance metrics, but SBI INFRASTRUCTURE FUND may appeal to those looking for a larger fund size.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH
SBI Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | SBI INFRASTRUCTURE FUN... |
|---|---|---|
| NAV | ₹18.71 | ₹54.9 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.7393% | 1.19% |
| AUM | ₹3,413 Cr | ₹4,700 Cr |
| 1M Return | +3.7% | +2.89% |
| 3M Return | +0.27% | -2.09% |
| 6M Return | +9.23% | -1.56% |
| 1Y Return | +6.73% | +1.85% |
| 3Y CAGR | +17.77% | +12.99% |
| 5Y CAGR | — | +15.38% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Richard Dsouza |