Kotak Business Cycle - Direct Plan - Growth vs SBI MNC 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 5-star rating and higher 3-year CAGR of 17.77% compared to SBI MNC FUND - DIRECT PLAN -GROWTH, which has a lower rating of 1 star and a 3-year CAGR of 7.76%. However, SBI MNC FUND offers higher 1-year returns at 12.88% but comes with a significantly higher expense ratio of 1.38%. Investors should weigh the higher potential long-term growth of Kotak Business Cycle against the immediate returns of SBI MNC FUND.

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

SBI Mutual Fund

SBI MNC FUND - DIRECT PLAN -GROWTH

SBI Mutual Fund

★★★★★

Equity · Thematic

Metric Kotak Business Cycle -... SBI MNC FUND - DIRECT ...
NAV ₹18.71 ₹441.84
Star Rating ★★★★★ ★
Expense Ratio 0.7393% 1.38%
AUM ₹3,413 Cr ₹6,380 Cr
1M Return +3.7% -0.96%
3M Return +0.27% -4.07%
6M Return +9.23% +5.18%
1Y Return +6.73% +12.88%
3Y CAGR +17.77% +7.76%
5Y CAGR — +7.71%
Risk Level — —
Fund Manager Pankaj Tibrewal Rama Iyer Srinivasan