Kotak Business Cycle - Direct Plan - Growth vs Tata Housing Opportunities 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 the metrics provided, showcasing a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to Tata Housing Opportunities Fund's negative 1-year return of -5.81% and a 3-year CAGR of only 5.6%. The tradeoff is that while Kotak has a lower expense ratio of 0.7393% versus Tata's 1.06%, it also has a significantly higher AUM of ₹3413 Cr compared to Tata's ₹478 Cr, indicating more investor confidence in Kotak. For investors choosing between these funds, Kotak Business Cycle offers better performance and lower costs, making it a more attractive option.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Tata Housing Opportunities Fund - Direct Plan - Growth
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Tata Housing Opportuni... |
|---|---|---|
| NAV | ₹18.71 | ₹14.87 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 1.06% |
| AUM | ₹3,413 Cr | ₹478 Cr |
| 1M Return | +3.7% | -5.31% |
| 3M Return | +0.27% | -5.9% |
| 6M Return | +9.23% | +1.35% |
| 1Y Return | +6.73% | -5.81% |
| 3Y CAGR | +17.77% | +5.6% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Murthy Nagarajan |