Kotak ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Invest NowAditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Invest NowChart 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) | ₹1009 Cr | ₹755 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
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 | -6.45% | -7.04% |
6 Month | 2.99% | 7.19% |
1 Year | 21.08% | 29.5% |
3 Year | 9.48% | 12.53% |
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 | 14.67% | 21.3% |
3 Year | 17.64% | 22.79% |
5 Year | - | - |
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 13.83% | 17.29% |
3 Year | 12.93% | 18.03% |
5 Year | - | - |
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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Get Free Experts GuidanceScheme 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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