Kotak Transportation & Logistics Fund-Direct Growth vs SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH appears stronger based on the metrics provided, showcasing significantly higher returns over one year at 20.99% and impressive three and five-year CAGR figures. While it has a lower expense ratio of 0.99% compared to Kotak Transportation & Logistics Fund-Direct Growth's 1.0662%, the tradeoff is that Kotak has a lower star rating of 4 compared to SBI's 5. For investors deciding between the two, SBI's superior returns and larger AUM may make it a more compelling option.
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Sectoral
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH
SBI Mutual Fund
★★★★★
Equity · Sectoral
| Metric | Kotak Transportation &... | SBI HEALTHCARE OPPORTU... |
|---|---|---|
| NAV | ₹12.47 | ₹608.26 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 1.0662% | 0.99% |
| AUM | ₹544 Cr | ₹5,870 Cr |
| 1M Return | +2.56% | +4.12% |
| 3M Return | +1.15% | +1.54% |
| 6M Return | +9.61% | +15.93% |
| 1Y Return | +8.17% | +20.99% |
| 3Y CAGR | — | +25.46% |
| 5Y CAGR | — | +19.69% |
| Risk Level | — | — |
| Fund Manager | Abhishek Bisen | Tanmaya Desai |