Kotak Business Cycle - Direct Plan - Growth vs UTI India Consumer 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 provided, boasting a higher 1-year return of 6.73% and a significantly better 3-year CAGR of 17.77% compared to UTI India Consumer Fund's negative 1-year return of -5.47% and a 3-year CAGR of 9.94%. However, the tradeoff is that Kotak Business Cycle has a lower expense ratio of 0.7393%, while UTI India Consumer Fund has a higher expense ratio of 1.71%, which could impact long-term returns. For investors choosing between them, Kotak Business Cycle offers better performance metrics but comes with a lower AUM than UTI India Consumer Fund.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
UTI India Consumer Fund - Direct Plan - Growth Option
UTI Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | UTI India Consumer Fun... |
|---|---|---|
| NAV | ₹18.71 | ₹62.71 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7393% | 1.71% |
| AUM | ₹3,413 Cr | ₹678 Cr |
| 1M Return | +3.7% | +6.73% |
| 3M Return | +0.27% | -4.17% |
| 6M Return | +9.23% | +4.33% |
| 1Y Return | +6.73% | -5.47% |
| 3Y CAGR | +17.77% | +9.94% |
| 5Y CAGR | — | +7.85% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Lalit Nambiar, Vishal Chopda |