Kotak Business Cycle - Direct Plan - Growth vs SBI Quality 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 better 1-year return of 6.73%, compared to SBI Quality Fund's negative 1-year return of -0.71%. However, SBI Quality Fund has a larger AUM of ₹6353 Cr and slightly better 3-year CAGR at 18.06%, though it comes with a higher expense ratio of 0.97%. Investors should consider the trade-off between Kotak's superior short-term performance and rating versus SBI's longer-term returns and larger asset base.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
SBI Quality Fund - Direct Plan - Growth
SBI Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | SBI Quality Fund - Dir... |
|---|---|---|
| NAV | ₹18.71 | ₹36.02 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.7393% | 0.97% |
| AUM | ₹3,413 Cr | ₹6,353 Cr |
| 1M Return | +3.7% | -2.48% |
| 3M Return | +0.27% | -5.83% |
| 6M Return | +9.23% | -9.43% |
| 1Y Return | +6.73% | -0.71% |
| 3Y CAGR | +17.77% | +18.06% |
| 5Y CAGR | — | +19.98% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Richard Dsouza |