Kotak Business Cycle - Direct Plan - Growth vs Tata India Innovation 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 the metrics provided, boasting a higher 1-year return of 6.73% and a solid 3-year CAGR of 17.77%, compared to Tata India Innovation Fund- Direct Growth's 1.29% return. However, Tata India Innovation Fund has a higher expense ratio of 1.0%, which could impact net returns over time, especially given its lower star rating of 3 versus Kotak's 5. For investors deciding between these two, Kotak Business Cycle offers better performance metrics, but it's important to consider the cost implications of the higher expense ratio of Tata India Innovation Fund.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Tata India Innovation Fund- Direct Growth
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Tata India Innovation ... |
|---|---|---|
| NAV | ₹18.71 | ₹10.47 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.7393% | 1.0% |
| AUM | ₹3,413 Cr | ₹1,244 Cr |
| 1M Return | +3.7% | +5.45% |
| 3M Return | +0.27% | -0.99% |
| 6M Return | +9.23% | +10.17% |
| 1Y Return | +6.73% | +1.29% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Meeta Shetty |