ICICI Prudential ESG Exclusionary Strategy Fund vs UTI compare

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tortoise-icon ICICI Prudential ESG Exclusionary Strategy Fund - Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Fund ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1498 Cr ₹3435 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2020 01 Aug 2005
Category Other Themes Thematic Transportation
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 ESG TRI Nifty Transportation & Logistics TRI
Turn Over 36% 14%
Expense Ratio 2.14 1.91
Manager Mittul Kalawadia Sachin Trivedi
ISIN Code INF109KC1N75 INF789F01299
Exits Load Exit load of 1% if redeemed within 12 months./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month -6.11% -6.47%
6 Month 11.27% -0.79%
1 Year 32.71% 32.78%
3 Year 15.09% 22.08%
5 Year - 22.33%

SIP Return Analysis

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 26.49% 14.31%
3 Year 25.72% 28.6%
5 Year - 27.6%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 17.61% 13.71%
3 Year 16.21% 15.14%
5 Year - 14.74%

Risk Management

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 11.11% 14.14%
Sharp 0.87% 1.69%
Beta 0.73% 0.94%
Alpha 2.78% -1.54%

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Fund Managers

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Name Mittul Kalawadia Sachin Trivedi
Total AUM ₹45730 Cr ₹7301 Cr
Fund Manage 5 3
ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

ICICI Prudential ESG Exclusionary Strategy Fund - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 9.89 6.08
Large Cap 59.82 63.32
Small Cap 26.57 5.59
Mid Cap 3.72 25.01

Sector Allocation

Scheme Name

ICICI Prudential ESG Exclusionary Strategy Fund - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 9.17 6.01
Energy 2.45 0.1
Technology 13.62 -
Financial 16.7 0.9
Metals & Mining 1.07 0.88
Healthcare 9.54 -
Capital Goods 13.39 3.3
Materials 1.38 -
Insurance 4.07 -
Services 2.4 14.01
Consumer Staples 2.19 -
Consumer Discretionary 3.2 -
Communication 8.01 -
Automobile 9.01 74.8
Chemicals 2.57 -
Textiles 1.23 -

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