Kotak Business Cycle - Direct Plan - Growth vs Union Innovation & Opportunities 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 with a higher star rating of 5 compared to Union Innovation & Opportunities Fund's rating of 4, indicating better overall performance and management. However, Union Innovation & Opportunities Fund offers higher one-year and three-year CAGR returns at 8.7% and 19.23%, respectively, but comes with a higher expense ratio of 0.95% compared to Kotak's 0.7393%. Investors should consider that while Kotak has a better rating and lower costs, Union provides better returns, making it essential to weigh the importance of performance against fees.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
Union Innovation & Opportunities Fund - Direct Plan - Growth Option
Union Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | Union Innovation & Opp... |
|---|---|---|
| NAV | ₹18.71 | ₹16.87 |
| Star Rating | ★★★★★ | ★★★★ |
| Expense Ratio | 0.7393% | 0.95% |
| AUM | ₹3,413 Cr | ₹1,306 Cr |
| 1M Return | +3.7% | +4.2% |
| 3M Return | +0.27% | +1.14% |
| 6M Return | +9.23% | +16.26% |
| 1Y Return | +6.73% | +8.7% |
| 3Y CAGR | +17.77% | +19.23% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Sanjay Bembalkar |