Kotak Business Cycle - Direct Plan - Growth vs Tata Nifty500 Multicap India Manufacturing 50:30:20 Index 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 its higher star rating of 5 and significantly better 1-year return of 6.73% compared to Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund's return of -2.32%. However, this comes with a slightly higher expense ratio of 0.7393% versus 0.58% for Tata's fund, which may impact net returns over time. For investors choosing between them, Kotak offers better performance and ratings, while Tata may be more cost-effective.

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Tata Mutual Fund

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund -Direct Plan-Growth

Tata Mutual Fund

★★★★★

Equity · Thematic

Metric Kotak Business Cycle -... Tata Nifty500 Multicap...
NAV ₹18.71 ₹11.62
Star Rating ★★★★★ ★★
Expense Ratio 0.7393% 0.58%
AUM ₹3,413 Cr ₹132 Cr
1M Return +3.7% -2.9%
3M Return +0.27% -5.56%
6M Return +9.23% -2.73%
1Y Return +6.73% -2.32%
3Y CAGR +17.77% —
Risk Level — —
Fund Manager Pankaj Tibrewal Rakesh Prajapati