Kotak Business Cycle - Direct Plan - Growth vs SBI Nifty Consumption ETF
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 significantly better 1-year and 3-year CAGR returns of 6.73% and 17.77%, respectively, compared to SBI Nifty Consumption ETF, which has a star rating of 2 and negative 1-year returns of -11.56%. However, Kotak's expense ratio is higher at 0.7393% compared to SBI's 0.45%, which could impact net returns in the long run. For investors choosing between these funds, Kotak Business Cycle offers superior performance but at a higher cost.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
SBI Nifty Consumption ETF
SBI Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | SBI Nifty Consumption ETF |
|---|---|---|
| NAV | ₹18.71 | ₹9.38 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 0.45% |
| AUM | ₹3,413 Cr | ₹259 Cr |
| 1M Return | +3.7% | -7.19% |
| 3M Return | +0.27% | -7.44% |
| 6M Return | +9.23% | -2.79% |
| 1Y Return | +6.73% | -11.56% |
| 3Y CAGR | +17.77% | +8.83% |
| 5Y CAGR | — | +8.79% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Harsh Sethi |