Kotak Business Cycle - Direct Plan - Growth vs Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan
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 provided, boasting a higher 1-year return of 6.73% and a significantly better 3-year CAGR of 17.77%, compared to Sundaram Dividend Yield Fund's negative 1-year return and lower 3-year CAGR of 8.49%. However, investors should note the tradeoff in expense ratios, as Kotak's is lower at 0.7393%, while Sundaram's is higher at 1.27%, which could impact long-term returns. In summary, for investors weighing these options, Kotak Business Cycle offers superior performance and a more favorable expense ratio.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan
Sundaram Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Sundaram Dividend Yiel... |
|---|---|---|
| NAV | ₹18.71 | ₹136.72 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 1.27% |
| AUM | ₹3,413 Cr | ₹757 Cr |
| 1M Return | +3.7% | -4.1% |
| 3M Return | +0.27% | -4.72% |
| 6M Return | +9.23% | -5.55% |
| 1Y Return | +6.73% | -8.22% |
| 3Y CAGR | +17.77% | +8.49% |
| 5Y CAGR | — | +8.27% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Dhimant Shah |