Kotak Business Cycle - Direct Plan - Growth vs UTI-Dividend Yield Fund.-Growth-Direct
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 its superior performance metrics, boasting a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to UTI-Dividend Yield Fund's negative 1-year return of -8.22% and a 3-year CAGR of 8.49%. However, investors should note that Kotak's expense ratio is lower at 0.7393% versus UTI's 1.27%, which may indicate a tradeoff between cost and performance. For investors choosing between these funds, Kotak Business Cycle offers a much better track record, but they should consider the higher expense ratio of UTI-Dividend Yield Fund if they prioritize dividends.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
UTI-Dividend Yield Fund.-Growth-Direct
Sundaram Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | UTI-Dividend Yield Fun... |
|---|---|---|
| NAV | ₹18.71 | ₹136.72 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 1.27% |
| AUM | ₹3,413 Cr | ₹757 Cr |
| 1M Return | +3.7% | -4.1% |
| 3M Return | +0.27% | -4.72% |
| 6M Return | +9.23% | -5.55% |
| 1Y Return | +6.73% | -8.22% |
| 3Y CAGR | +17.77% | +8.49% |
| 5Y CAGR | — | +8.27% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Dhimant Shah |