Kotak Business Cycle - Direct Plan - Growth vs Sundaram Business Cycle 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 to be the stronger option based on its impressive 5-star rating and significantly better returns, with a 1-year return of 6.73% compared to the -5.75% of Sundaram Business Cycle Fund Direct Plan Growth. While Kotak has a lower expense ratio of 0.7393% versus Sundaram's 1.11%, the tradeoff is that Sundaram has a smaller AUM of ₹1716 Cr, which may indicate lower investor confidence. For investors choosing between these two funds, Kotak Business Cycle offers a more favorable performance and cost structure.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Sundaram Business Cycle Fund Direct Plan Growth
Sundaram Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Sundaram Business Cycl... |
|---|---|---|
| NAV | ₹18.71 | ₹10.75 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 1.11% |
| AUM | ₹3,413 Cr | ₹1,716 Cr |
| 1M Return | +3.7% | -8.59% |
| 3M Return | +0.27% | -5.85% |
| 6M Return | +9.23% | +2.11% |
| 1Y Return | +6.73% | -5.75% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Bharath S. |