Kotak Business Cycle - Direct Plan - Growth vs Union Active Momentum Fund - Direct Plan - Growth 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 a lower expense ratio of 0.7393%, which suggests better management efficiency compared to Union Active Momentum Fund's 3-star rating and significantly higher expense ratio of 2.51%. However, while Union Active Momentum Fund has delivered a higher 1-year return of 15.73%, it comes with a much smaller AUM of ₹542 Cr, indicating less investor confidence compared to Kotak's ₹3413 Cr. Investors should weigh the potential for higher short-term returns against the stability and lower costs associated with Kotak Business Cycle.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Union Active Momentum Fund - Direct Plan - Growth Option
Union Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Union Active Momentum ... |
|---|---|---|
| NAV | ₹18.71 | ₹10.06 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.7393% | 2.51% |
| AUM | ₹3,413 Cr | ₹542 Cr |
| 1M Return | +3.7% | -0.59% |
| 3M Return | +0.27% | +0.9% |
| 6M Return | +9.23% | +12.65% |
| 1Y Return | +6.73% | +15.73% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Sanjay Bembalkar |