Kotak Business Cycle - Direct Plan - Growth vs Shriram Multi Sector Rotation Fund - Direct Plan Growth Option

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 5-star rating and significantly better returns, achieving a 1-year return of 6.73% compared to Shriram Multi Sector Rotation Fund's -0.55%. However, investors should note that Kotak Business Cycle has a lower expense ratio of 0.7393%, while Shriram Multi Sector Rotation Fund has a higher expense ratio of 0.98% despite its smaller AUM of ₹147 Cr. For investors deciding between these two funds, Kotak Business Cycle offers a more favorable performance profile.

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Shriram Mutual Fund

Shriram Multi Sector Rotation Fund - Direct Plan Growth Option

Shriram Mutual Fund

★★★★★

Equity · Thematic

Metric Kotak Business Cycle -... Shriram Multi Sector R...
NAV ₹18.71 ₹7.9
Star Rating ★★★★★ ★★
Expense Ratio 0.7393% 0.98%
AUM ₹3,413 Cr ₹147 Cr
1M Return +3.7% -3.27%
3M Return +0.27% -5.09%
6M Return +9.23% -0.42%
1Y Return +6.73% -0.55%
3Y CAGR +17.77% —
Risk Level — —
Fund Manager Pankaj Tibrewal Gargi Bhattacharyya Banerjee