Kotak Business Cycle - Direct Plan - Growth vs TATA Resources & Energy Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
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 superior returns, achieving a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to TATA Resources & Energy Fund's 1-year return of -0.25% and 3-year CAGR of 13.85%. However, investors should note the tradeoff of a slightly lower expense ratio in Kotak at 0.7393% versus TATA's 0.82%, which may impact net returns over time. For investors deciding between these two funds, Kotak offers better performance metrics but comes with a marginally lower expense ratio.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
TATA Resources & Energy Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | TATA Resources & Energ... |
|---|---|---|
| NAV | ₹18.71 | ₹54.08 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 0.82% |
| AUM | ₹3,413 Cr | ₹1,390 Cr |
| 1M Return | +3.7% | -6.64% |
| 3M Return | +0.27% | -8.92% |
| 6M Return | +9.23% | -6.27% |
| 1Y Return | +6.73% | -0.25% |
| 3Y CAGR | +17.77% | +13.85% |
| 5Y CAGR | — | +10.51% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Rupesh Patel, Sonam Udasi |