Kotak Business Cycle - Direct Plan - Growth vs Sundaram Services 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 1-year return of 6.73% and 3-year CAGR of 17.77%, compared to Sundaram Services Fund Direct Plan - Growth, which has a negative 1-year return of -0.45% and a lower 3-year CAGR of 13.48%. However, investors should note that Kotak has a lower AUM of ₹3413 Cr compared to Sundaram's ₹4999 Cr, and it also has a slightly lower expense ratio at 0.7393% versus 0.86% for Sundaram. For investors choosing between these funds, Kotak offers better performance metrics but with a smaller asset base.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Sundaram Services Fund Direct Plan - Growth
Sundaram Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Sundaram Services Fund... |
|---|---|---|
| NAV | ₹18.71 | ₹40.02 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 0.86% |
| AUM | ₹3,413 Cr | ₹4,999 Cr |
| 1M Return | +3.7% | +4.63% |
| 3M Return | +0.27% | -1.52% |
| 6M Return | +9.23% | +8.45% |
| 1Y Return | +6.73% | -0.45% |
| 3Y CAGR | +17.77% | +13.48% |
| 5Y CAGR | — | +12.02% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | S Krishnakumar, Rahul Baijal, Rohit Seksaria |