Kotak Business Cycle - Direct Plan - Growth vs Tata Dividend Yield 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 Dividend Yield Fund-Direct Plan-Growth, as it boasts a higher star rating of 5 and significantly better returns over the 1-year and 3-year periods, with returns of 6.73% and 17.77% respectively, compared to Tata's -0.1% and 12.98%. However, investors should note that while Kotak has a lower expense ratio at 0.7393%, Tata's is slightly higher at 0.79%, which could impact net returns over time. For investors choosing between the two, Kotak offers superior performance metrics but comes with a slightly lower expense advantage.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Tata Dividend Yield Fund-Direct Plan-Growth
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Tata Dividend Yield Fu... |
|---|---|---|
| NAV | ₹18.71 | ₹20.24 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 0.79% |
| AUM | ₹3,413 Cr | ₹1,109 Cr |
| 1M Return | +3.7% | -3.1% |
| 3M Return | +0.27% | -5.37% |
| 6M Return | +9.23% | -1.9% |
| 1Y Return | +6.73% | -0.1% |
| 3Y CAGR | +17.77% | +12.98% |
| 5Y CAGR | — | +12.42% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Murthy Nagarajan |