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Kotak ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life Manufacturing Equity Fund compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹861 Cr | ₹1112 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Dec 2020 | 03 Feb 2015 |
| Category | Other Themes | Manufacturing |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | BSE India Manufacturing TRI |
| Turn Over | 24.49% | 19% |
| Expense Ratio | 2.27 | 2.25 |
| Manager | Harsha Upadhyaya | Harish Krishnan |
| ISIN Code | INF174KA1FF0 | INF209KA1YH6 |
| Exits Load | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.88% | -2.56% |
| 6 Month | -13.76% | -15.83% |
| 1 Year | 0.43% | 5.42% |
| 3 Year | 9.16% | 14.78% |
| 5 Year | - | 18.91% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -9.03% | -11.65% |
| 1 Year | -16.9% | -19.67% |
| 3 Year | 7.98% | 13.37% |
| 5 Year | - | 14.58% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.94% | 13.56% |
| 3 Year | 12.63% | 12.59% |
| 5 Year | - | 10.55% |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.958% | 13.2% |
| Sharp | 0.268% | 0.44% |
| Beta | 0.953% | 0.92% |
| Alpha | -1.104% | -3.08% |
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Fund Managers
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Harish Krishnan |
| Total AUM | ₹139411 Cr | ₹26655 Cr |
| Fund Manage | 11 | 4 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.67708 | 2.40184 |
| Large Cap | 81.5239 | 42.09504 |
| Mid Cap | 10.94548 | 23.47691 |
| Small Cap | 3.85355 | 32.02623 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.44191 | 1.14423 |
| Communication Services | 6.68914 | - |
| Energy | 2.25263 | 4.76769 |
| Technology | 15.06281 | 1.30783 |
| Industrials | 6.6324 | 34.1959 |
| Financial Services | 24.18752 | - |
| Consumer Defensive | 3.88436 | 9.82576 |
| Healthcare | 6.91409 | 7.72932 |
| Consumer Cyclical | 16.69282 | 25.19171 |
| Basic Materials | 13.15522 | 15.83758 |
| Utilities | 3.08711 | - |
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