Kotak Business Cycle - Direct Plan - Growth vs Tata BSE Select Business Groups Index Fund - Direct 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 1-year return of 6.73% and a solid 3-year CAGR of 17.77%, compared to Tata BSE Select Business Groups Index Fund - Direct Growth, which has a negative 1-year return of -7.71% and a lower star rating of 2. However, investors should note that Kotak's expense ratio is higher at 0.7393% compared to Tata's 0.39%, which could impact net returns over time. For investors choosing between these two, Kotak may offer better growth potential but at a higher cost.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Tata BSE Select Business Groups Index Fund - Direct Growth
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Tata BSE Select Busine... |
|---|---|---|
| NAV | ₹18.71 | ₹9.66 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 0.39% |
| AUM | ₹3,413 Cr | ₹212 Cr |
| 1M Return | +3.7% | +0.16% |
| 3M Return | +0.27% | -5.77% |
| 6M Return | +9.23% | -7.13% |
| 1Y Return | +6.73% | -7.71% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Kapil Menon |