Kotak Business Cycle - Direct Plan - Growth vs SBI Quant 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 metrics, boasting a 5-star rating and a solid 3-year CAGR of 17.77%, compared to SBI Quant Fund- Direct Plan- Growth, which has a low 1-star rating and a negative 1-year return of -6.09%. While Kotak has a lower expense ratio of 0.7393%, SBI's higher expense ratio of 1.6% could be a tradeoff for potentially higher management quality, though it does not reflect in its performance. For investors choosing between these funds, Kotak Business Cycle offers better performance metrics and lower costs, making it the more favorable option.

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

SBI Mutual Fund

SBI Quant Fund- Direct Plan- Growth

SBI Mutual Fund

★★★★★

Equity · Thematic

Metric Kotak Business Cycle -... SBI Quant Fund- Direct...
NAV ₹18.71 ₹9.25
Star Rating ★★★★★ ★
Expense Ratio 0.7393% 1.6%
AUM ₹3,413 Cr ₹2,600 Cr
1M Return +3.7% -1.98%
3M Return +0.27% -5.48%
6M Return +9.23% -8.91%
1Y Return +6.73% -6.09%
3Y CAGR +17.77% —
Risk Level — —
Fund Manager Pankaj Tibrewal Sukanya Ghosh