Kotak Business Cycle - Direct Plan - Growth vs Union Business Cycle 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 to be the stronger option based on the metrics provided, boasting a 5-star rating and significantly better returns with a 1-year return of 6.73% compared to Union Business Cycle Fund's -1.52%. However, investors should note that Kotak's expense ratio of 0.7393% is lower than Union's 1.81%, which may indicate a tradeoff between cost efficiency and performance. For investors choosing between these funds, Kotak's superior performance and lower expense ratio make it a more attractive option.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Union Business Cycle Fund - Direct Plan - Growth Option
Union Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Union Business Cycle F... |
|---|---|---|
| NAV | ₹18.71 | ₹11.6 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 1.81% |
| AUM | ₹3,413 Cr | ₹485 Cr |
| 1M Return | +3.7% | -3.97% |
| 3M Return | +0.27% | -4.21% |
| 6M Return | +9.23% | +0.52% |
| 1Y Return | +6.73% | -1.52% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Harshad Patwardhan |