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Kotak Business Cycle - Direct Plan - Growth vs quant Quantamental Fund - Growth Option - Direct Plan
Kotak Business Cycle and quant Quantamental Fund are both in the Sectoral/ Thematic category, from Kotak Mahindra Asset Management Company Limited. and quant Money Managers Limited respectively. quant Quantamental Fund has posted a higher 3-year rolling CAGR. Kotak Business Cycle has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Kotak Business Cycle has the lower direct-plan expense ratio, by 0.85 percentage points.
| Kotak Business Cycle - Direct Plan - Growth | quant Quantamental Fund - Growth Option - Direct Plan | |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| AMC | Kotak Mahindra Asset Management Company Limited. | quant Money Managers Limited |
| Benchmark | Nifty 500 TRI | Nifty 200 TRI |
| NAV | ₹17.632 (2026-10-28) | ₹25.0375 (2026-10-28) |
| AUM | ₹3,385.183 Cr | ₹1,500.234 Cr |
| Expense Ratio (Direct) | 0.7673% | 1.62% |
| Inception | 2022-09-07 | 2021-04-13 |
Returns
quant Quantamental Fund leads on 3-year rolling CAGR (23.5% vs Kotak Business Cycle's 18.4%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
quant Quantamental Fund has been the more volatile of the two by standard deviation.
| Kotak Business Cycle - Direct Plan - Growth | quant Quantamental Fund - Growth Option - Direct Plan | |
|---|---|---|
| 3Y Sharpe Ratio | 0.47 | 0.32 |
| 3Y Alpha | 5.4877% | 4.6204% |
| 3Y Std Deviation | 14.2673% | 16.1535% |
| 3Y Calmar Ratio | 0.74 | 0.53 |
Portfolio Analytics
Kotak Business Cycle carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Kotak Business Cycle - Direct Plan - Growth | quant Quantamental Fund - Growth Option - Direct Plan | |
|---|---|---|
| P/E Ratio | 31.6126 | 23.3822 |
| P/B Ratio | 4.4922 | - |
| Dividend Yield | 0.7939% | 0.8533% |
| Active Share | 77.04% | 94.93% |
| Portfolio Turnover | 26% | - |
| YTM | - | 5.3265% |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
quant Quantamental Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a higher 3-year return, Kotak Business Cycle or quant Quantamental Fund?
quant Quantamental Fund's 3-year rolling CAGR of 23.5% is higher than Kotak Business Cycle's 18.4%. quant Quantamental Fund sits in the 92nd percentile of its category on this metric, versus the 63rd percentile for Kotak Business Cycle - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Kotak Business Cycle or quant Quantamental Fund?
Kotak Business Cycle's direct-plan expense ratio is 0.85 percentage points lower than quant Quantamental Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Kotak Business Cycle or quant Quantamental Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), quant Quantamental Fund has been more volatile than Kotak Business Cycle over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.47 for Kotak Business Cycle vs 0.32 for quant Quantamental Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Kotak Business Cycle or quant Quantamental Fund?
Kotak Business Cycle has ₹3,385 Cr in assets under management, versus ₹1,500 Cr for quant Quantamental Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Kotak Business Cycle or quant Quantamental Fund?
quant Quantamental Fund launched on 2021-04-13, making it older than Kotak Business Cycle (launched 2022-09-07). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.