Kotak ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Invest Now

Chart Comparison

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

Overview

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

Trailing Lumpsum Returns

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 - -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 13.88% 17.22%
3 Year 12.93% 17.99%
5 Year - -

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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

Top Comparisons

Kotak Small Cap Fund - Growth Kotak Small Cap Fund - Growth

3Y Returns19.57%

VS

Axis Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

3Y Returns21.49%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.22%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.21%

Compare Now

Mirae Asset Money Market Fund Regular Growth Mirae Asset Money Market Fund Regular Growth

3Y Returns5.71%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns5.64%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns5.93%

VS

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.22%

Compare Now
Request call back
Add to Cart Successfully