Kotak Business Cycle - Direct Plan - Growth vs Taurus Ethical 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 the metrics, boasting a higher 1-year return of 6.73% and a significantly better 3-year CAGR of 17.77% compared to Taurus Ethical Fund, which has a negative 1-year return of -2.33% and a 3-year CAGR of 10.01%. While Kotak Business Cycle has a lower expense ratio of 0.7393% versus Taurus Ethical Fund's 1.35%, the tradeoff is that Kotak has a much larger AUM of ₹3413 Cr compared to Taurus's ₹422 Cr, indicating a preference among investors. For investors choosing between these funds, Kotak Business Cycle offers superior performance metrics but comes with a larger scale and lower costs.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Taurus Ethical Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option
Taurus Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Taurus Ethical Fund - ... |
|---|---|---|
| NAV | ₹18.71 | ₹142.98 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 1.35% |
| AUM | ₹3,413 Cr | ₹422 Cr |
| 1M Return | +3.7% | +4.93% |
| 3M Return | +0.27% | -4.68% |
| 6M Return | +9.23% | +0.15% |
| 1Y Return | +6.73% | -2.33% |
| 3Y CAGR | +17.77% | +10.01% |
| 5Y CAGR | — | +8.7% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Prasanna Pathak |