Kotak Business Cycle - Direct Plan - Growth vs Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption 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 the metrics, showcasing a 1Y return of 6.73% and a 3Y CAGR of 17.77%, compared to Sundaram Consumption Fund's negative 1Y return of -12.17% and a lower 3Y CAGR of 6.18%. However, investors should note the tradeoff with Kotak Business Cycle having a lower expense ratio of 0.7393% versus Sundaram's higher 1.72%, which could impact long-term returns. For investors deciding between these two funds, Kotak Business Cycle offers superior performance but comes with a more favorable expense structure.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)
Sundaram Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Sundaram Consumption F... |
|---|---|---|
| NAV | ₹18.71 | ₹98.25 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 1.72% |
| AUM | ₹3,413 Cr | ₹1,407 Cr |
| 1M Return | +3.7% | -6.29% |
| 3M Return | +0.27% | -3.03% |
| 6M Return | +9.23% | -0.05% |
| 1Y Return | +6.73% | -12.17% |
| 3Y CAGR | +17.77% | +6.18% |
| 5Y CAGR | — | +9.06% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | S Krishnakumar |