Kotak Business Cycle - Direct Plan - Growth vs THE WEALTH COMPANY ETHICAL FUND DIRECT GROWTH
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak Business Cycle - Direct Plan - Growth appears to be the stronger option, boasting a 5-star rating and significantly better returns of 6.73% over one year compared to the -4.43% return of THE WEALTH COMPANY ETHICAL FUND DIRECT GROWTH. While Kotak has a lower expense ratio of 0.7393% versus the 1.14% of the Wealth Company fund, it also has a much larger AUM of ₹3413 Cr compared to just ₹39 Cr for the Wealth Company fund, indicating greater investor confidence. For investors choosing between them, Kotak Business Cycle offers a more favorable risk-return profile despite its slightly higher expense ratio.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
THE WEALTH COMPANY ETHICAL FUND DIRECT GROWTH
The Wealth Company Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | THE WEALTH COMPANY ETH... |
|---|---|---|
| NAV | ₹18.71 | ₹9.53 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 1.14% |
| AUM | ₹3,413 Cr | ₹39 Cr |
| 1M Return | +3.7% | +0.91% |
| 3M Return | +0.27% | -5.92% |
| 6M Return | +9.23% | -1.2% |
| 1Y Return | +6.73% | -4.43% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Aparna Shanker |