Kotak Business Cycle - Direct Plan - Growth vs Tata Business Cycle 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 compared to Tata Business Cycle Fund-Direct Plan-Growth, as it boasts a higher 1-year return of 6.73% and a significantly better 3-year CAGR of 17.77% versus Tata's 10.46%. However, investors should note that while Kotak has a lower expense ratio of 0.7393%, Tata's expense ratio is higher at 0.91%, which could affect long-term returns. Overall, for investors choosing between these two funds, Kotak's superior performance and lower expense ratio make it a more attractive option.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Tata Business Cycle Fund-Direct Plan-Growth
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Tata Business Cycle Fu... |
|---|---|---|
| NAV | ₹18.71 | ₹19.76 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 0.91% |
| AUM | ₹3,413 Cr | ₹2,415 Cr |
| 1M Return | +3.7% | +1.91% |
| 3M Return | +0.27% | -5.61% |
| 6M Return | +9.23% | -1.61% |
| 1Y Return | +6.73% | -4.66% |
| 3Y CAGR | +17.77% | +10.46% |
| 5Y CAGR | — | +12.71% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Murthy Nagarajan |