Kotak Business Cycle - Direct Plan - Growth vs Sundaram Infrastructure Advantage 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 higher star rating of 5 and better one-year return of 6.73% compared to Sundaram Infrastructure Advantage Fund Direct Plan - Growth's 0.57%. Additionally, Kotak has a significantly larger AUM of ₹3413 Cr versus Sundaram's ₹921 Cr, which may indicate greater investor confidence. However, investors should note that Kotak's lower expense ratio of 0.7393% is more favorable than Sundaram's higher 1.75%, which could affect long-term returns. In summary, for investors weighing performance and costs, Kotak Business Cycle may be the more appealing option.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Sundaram Infrastructure Advantage Fund Direct Plan - Growth
Sundaram Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Sundaram Infrastructur... |
|---|---|---|
| NAV | ₹18.71 | ₹105.62 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.7393% | 1.75% |
| AUM | ₹3,413 Cr | ₹921 Cr |
| 1M Return | +3.7% | +2.38% |
| 3M Return | +0.27% | -4.34% |
| 6M Return | +9.23% | -4.34% |
| 1Y Return | +6.73% | +0.57% |
| 3Y CAGR | +17.77% | +15.7% |
| 5Y CAGR | — | +13.98% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | S Krishnakumar, Madanagopal Ramu |