Kotak Business Cycle - Direct Plan - Growth vs SBI Nifty 50 ETF
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak Business Cycle - Direct Plan - Growth appears to be the stronger option based on its higher star rating of 5 and significantly better returns, with a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to SBI Nifty 50 ETF's 1-year return of -0.89% and 3-year CAGR of 10.02%. However, this comes with a higher expense ratio of 0.7393% compared to SBI Nifty 50 ETF's 0.34%, which may affect net returns over time. For investors weighing these options, Kotak Business Cycle offers superior performance but at a higher cost, while SBI Nifty 50 ETF has lower fees but weaker returns.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
SBI Nifty 50 ETF
SBI Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | SBI Nifty 50 ETF |
|---|---|---|
| NAV | ₹18.71 | ₹9.71 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 0.34% |
| AUM | ₹3,413 Cr | ₹116 Cr |
| 1M Return | +3.7% | +0.76% |
| 3M Return | +0.27% | -2.93% |
| 6M Return | +9.23% | +3.74% |
| 1Y Return | +6.73% | -0.89% |
| 3Y CAGR | +17.77% | +10.02% |
| 5Y CAGR | — | +8.2% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Viral Chhadva |