Kotak Business Cycle - Direct Plan - Growth vs UTI Infrastructure Fund-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 its metrics, boasting a 5-star rating and significantly higher returns with a 1Y return of 6.73% and a 3Y CAGR of 17.77%, compared to UTI Infrastructure Fund-Growth Option's 1Y return of -1.52% and 3Y CAGR of 12.99%. However, investors should note the tradeoff in expense ratios, as Kotak has a lower expense ratio of 0.7393% versus UTI's 1.99%, which may impact net returns in the long run. For investors choosing between these funds, Kotak Business Cycle offers a stronger performance profile but with a lower expense burden.

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

UTI Mutual Fund

UTI Infrastructure Fund-Growth Option

UTI Mutual Fund

★★★★★

Equity · Thematic

Metric Kotak Business Cycle -... UTI Infrastructure Fun...
NAV ₹18.71 ₹151.02
Star Rating ★★★★★ ★★
Expense Ratio 0.7393% 1.99%
AUM ₹3,413 Cr ₹2,032 Cr
1M Return +3.7% +3.96%
3M Return +0.27% -2.5%
6M Return +9.23% -0.72%
1Y Return +6.73% -1.52%
3Y CAGR +17.77% +12.99%
5Y CAGR — +12.6%
Risk Level — —
Fund Manager Pankaj Tibrewal Sanjay Dongre