Kotak ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1015 Cr | ₹755 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 05 Dec 2020 | 23 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | BSE 500 |
| Turn Over | 24.49% | 72% |
| Expense Ratio | 2.21 | 2.4 |
| Manager | Harsha Upadhyaya | Dhaval Joshi |
| ISIN Code | INF174KA1FF0 | INF209KB1T46 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 1%, if redeemed within 30 days./365 |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.46% | 1.75% |
| 6 Month | 16.93% | 20.45% |
| 1 Year | 33.88% | 44.02% |
| 3 Year | 13.13% | 18.29% |
| 5 Year | - | - |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.37% | 17.49% |
| 3 Year | 30.56% | 37.16% |
| 5 Year | 34.44% | 47.11% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.81% | 17.85% |
| 3 Year | 36.29% | 46.18% |
| 5 Year | 38.77% | 50.78% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.83% | 13.56% |
| Sharp | 0.61% | 0.85% |
| Beta | 0.87% | 1% |
| Alpha | -0.88% | -0.29% |
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| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Dhaval Joshi |
| Total AUM | ₹139411 Cr | ₹361932 Cr |
| Fund Manage | 11 | 55 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.65 | 4.78 |
| Large Cap | 75.34 | 54.41 |
| Mid Cap | 21.08 | 17.96 |
| Small Cap | 1.93 | 22.87 |
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.92 | 2.16 |
| Communication | 4.24 | 7.22 |
| Energy | 5.09 | 2.15 |
| Technology | 11.05 | 9.59 |
| Construction | 5.38 | 3.99 |
| Financial | 24.78 | 24.04 |
| Consumer Staples | 3.83 | 5.34 |
| Metals & Mining | 5.11 | 3.85 |
| Healthcare | 6.31 | 8.8 |
| Automobile | 15.74 | 9.34 |
| Materials | 8.19 | 4.89 |
| Chemicals | 4.4 | 2.77 |
| Services | 4.59 | 7.94 |
| Unclassified | 0.37 | - |
| Consumer Discretionary | - | 3.11 |
| Capital Goods | - | 2.67 |
| Insurance | - | 1.3 |
| Textiles | - | 0.86 |
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