Kotak Business Cycle - Direct Plan - Growth vs Tata Nifty India Tourism Index Fund - Direct - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak Business Cycle - Direct Plan - Growth appears to be the stronger option based on its impressive 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to Tata Nifty India Tourism Index Fund's negative 1-year return of -18.33% and a lower star rating of 1. However, investors should note that while Kotak Business Cycle has a higher expense ratio of 0.7393%, it offers significantly better performance metrics and a higher AUM of ₹3413 Cr versus Tata's ₹253 Cr. For investors choosing between these funds, Kotak Business Cycle offers better returns and stability despite a slightly higher cost.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Tata Nifty India Tourism Index Fund - Direct - Growth
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Tata Nifty India Touri... |
|---|---|---|
| NAV | ₹18.71 | ₹8.42 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 0.55% |
| AUM | ₹3,413 Cr | ₹253 Cr |
| 1M Return | +3.7% | -6.92% |
| 3M Return | +0.27% | -5.28% |
| 6M Return | +9.23% | -1.23% |
| 1Y Return | +6.73% | -18.33% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Kapil Menon |