Kotak Business Cycle - Direct Plan - Growth vs Tata Nifty Capital Markets Index Fund - Direct Plan Growth Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak Business Cycle - Direct Plan - Growth appears stronger due to its higher star rating of 5 and a solid 3-year CAGR of 17.77%, indicating consistent performance over a longer period. However, it comes with a slightly higher expense ratio of 0.7393% compared to Tata Nifty Capital Markets Index Fund's 0.64%, which may affect net returns. Investors should consider the balance between higher returns and expense ratios when choosing between these funds.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Tata Nifty Capital Markets Index Fund - Direct Plan Growth Option
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Tata Nifty Capital Mar... |
|---|---|---|
| NAV | ₹18.71 | ₹14.19 |
| Star Rating | ★★★★★ | ★★★★ |
| Expense Ratio | 0.7393% | 0.64% |
| AUM | ₹3,413 Cr | ₹964 Cr |
| 1M Return | +3.7% | +2.37% |
| 3M Return | +0.27% | -1.38% |
| 6M Return | +9.23% | -1.4% |
| 1Y Return | +6.73% | +14.44% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Kapil Menon |