Kotak Business Cycle - Direct Plan - Growth vs Tata Resources & Energy 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 better one-year and three-year CAGR returns compared to Tata Resources & Energy Fund-Direct Plan-Growth, which has a star rating of 3 and lower returns. However, investors should note that while Kotak has a lower expense ratio of 0.7393%, Tata's expense ratio is higher at 0.85%, which could impact long-term returns. For investors choosing between these funds, Kotak offers better performance metrics but comes with a slightly lower AUM.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Tata Resources & Energy Fund-Direct Plan-Growth
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Tata Resources & Energ... |
|---|---|---|
| NAV | ₹18.71 | ₹57.12 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.7393% | 0.85% |
| AUM | ₹3,413 Cr | ₹1,390 Cr |
| 1M Return | +3.7% | +2.13% |
| 3M Return | +0.27% | -4.01% |
| 6M Return | +9.23% | -2.59% |
| 1Y Return | +6.73% | +3.04% |
| 3Y CAGR | +17.77% | +16.43% |
| 5Y CAGR | — | +11.7% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Rupesh Patel, Sonam Udasi |