Kotak Transportation & Logistics Fund-Direct Growth vs SBI Arbitrage Opportunities Fund - Direct Plan - Gr
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
SBI Arbitrage Opportunities Fund - Direct Plan - Gr appears stronger based on its metrics, boasting a higher 1-year return of 17.84% and impressive 3-year and 5-year CAGR figures of 24.8% and 19.2%, respectively, compared to Kotak Transportation & Logistics Fund-Direct Growth's 1-year return of 8.17%. While SBI's expense ratio is slightly lower at 1.0% versus Kotak's 1.0662%, the significant difference in returns and AUM of ₹5870 Cr for SBI compared to ₹544 Cr for Kotak suggests a tradeoff between potential higher returns and fund size. For investors, the choice may hinge on whether they prioritize higher returns or a more niche investment focus.
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Sectoral
SBI Arbitrage Opportunities Fund - Direct Plan - Gr
SBI Mutual Fund
★★★★★
Equity · Sectoral
| Metric | Kotak Transportation &... | SBI Arbitrage Opportun... |
|---|---|---|
| NAV | ₹12.47 | ₹588.15 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 1.0662% | 1.0% |
| AUM | ₹544 Cr | ₹5,870 Cr |
| 1M Return | +2.56% | +0.31% |
| 3M Return | +1.15% | -0.98% |
| 6M Return | +9.61% | +16.0% |
| 1Y Return | +8.17% | +17.84% |
| 3Y CAGR | — | +24.8% |
| 5Y CAGR | — | +19.2% |
| Risk Level | — | — |
| Fund Manager | Abhishek Bisen | Tanmaya Desai |