Kotak Business Cycle - Direct Plan - Growth vs SBI Innovative 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 a lower expense ratio of 0.7393%, which may indicate better management efficiency compared to SBI Innovative Opportunities Fund, which has a star rating of 4 and a higher expense ratio of 1.03%. However, SBI Innovative Opportunities Fund has delivered higher one-year returns at 9.62% compared to Kotak's 6.73%, suggesting a tradeoff between potential short-term gains and overall fund quality. For investors choosing between these two funds, the decision may hinge on whether they prioritize higher returns or a better-rated, more cost-effective option.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
SBI Innovative Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option
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 |