Kotak Business Cycle - Direct Plan - Growth vs SBI Innovative 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 stronger based on its higher star rating of 5 and lower expense ratio of 0.7393%, which can lead to better net returns for investors over time. However, SBI Innovative Opportunities Fund - Direct Plan - Growth offers higher one-year returns at 9.62%, but it comes with a higher expense ratio of 1.03% and a lower star rating of 4, indicating a potential tradeoff between returns and cost efficiency. Investors should consider their priorities between higher short-term returns and lower long-term costs when choosing between these funds.

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

SBI Mutual Fund

SBI Innovative Opportunities Fund - Direct Plan - Growth

SBI Mutual Fund

★★★★★

Equity · Thematic

Metric Kotak Business Cycle -... SBI Innovative Opportu...
NAV ₹18.71 ₹11.04
Star Rating ★★★★★ ★★★★
Expense Ratio 0.7393% 1.03%
AUM ₹3,413 Cr ₹5,124 Cr
1M Return +3.7% +2.7%
3M Return +0.27% +2.93%
6M Return +9.23% +16.67%
1Y Return +6.73% +9.62%
3Y CAGR +17.77% —
Risk Level — —
Fund Manager Pankaj Tibrewal Prasad Padala