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

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

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

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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 -6.45% -7.04%
6 Month 2.99% 7.19%
1 Year 21.08% 29.5%
3 Year 9.48% 12.53%
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 14.67% 21.3%
3 Year 17.64% 22.79%
5 Year - -

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 13.83% 17.29%
3 Year 12.93% 18.03%
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%

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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

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