Kotak Business Cycle - Direct Plan - Growth vs TATA Resources & Energy Fund Direct Plan - Reinvestment 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 superior 1-year return of 6.73% and a higher 3-year CAGR of 17.77%, compared to TATA Resources & Energy Fund Direct Plan's negative 1-year return and lower 3-year CAGR of 14.05%. However, the tradeoff is that while Kotak has a lower expense ratio of 0.7393%, TATA's higher expense ratio of 0.84% may eat into its returns over time. For investors deciding between these two funds, Kotak Business Cycle offers better performance metrics despite a slightly lower AUM.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
TATA Resources & Energy Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | TATA Resources & Energ... |
|---|---|---|
| NAV | ₹18.71 | ₹52.91 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 0.84% |
| AUM | ₹3,413 Cr | ₹1,390 Cr |
| 1M Return | +3.7% | -9.94% |
| 3M Return | +0.27% | -9.25% |
| 6M Return | +9.23% | -8.41% |
| 1Y Return | +6.73% | -2.27% |
| 3Y CAGR | +17.77% | +14.05% |
| 5Y CAGR | — | +10.39% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Rupesh Patel, Sonam Udasi |