Kotak Business Cycle - Direct Plan - Growth vs UTI BSE Housing Index 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 the metrics, showcasing a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to UTI BSE Housing Index Fund's negative 1-year return of -14.76% and a 3-year CAGR of only 6.25%. While UTI BSE Housing Index Fund has a lower expense ratio of 0.65%, the significantly lower AUM of ₹21 Cr and its 1-star rating indicate potential concerns regarding performance and stability. For investors deciding between these two funds, Kotak Business Cycle offers a more robust performance track record, albeit with a slightly higher expense ratio.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
UTI BSE Housing Index Fund - Direct Plan - Growth Option
UTI Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | UTI BSE Housing Index ... |
|---|---|---|
| NAV | ₹18.71 | ₹12.85 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 0.65% |
| AUM | ₹3,413 Cr | ₹21 Cr |
| 1M Return | +3.7% | -2.82% |
| 3M Return | +0.27% | -11.82% |
| 6M Return | +9.23% | -5.9% |
| 1Y Return | +6.73% | -14.76% |
| 3Y CAGR | +17.77% | +6.25% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Ayush Jain |