Kotak ESG Exclusionary Strategy Fund vs Nippon India Quant Fund compare

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Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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Nippon India Quant Fund -Growth Plan - Growth Option

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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	Nippon India Quant Fund -Growth Plan - Growth Option
Fund	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High Risk	Very High Risk
Asset Size (Cr)	₹861 Cr	₹89 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	07 Dec 2020	18 Apr 2008
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	BSE 200
Turn Over	24.49%	119%
Expense Ratio	2.27	0.97
Manager	Harsha Upadhyaya	Ashutosh Bhargava
ISIN Code	INF174KA1FF0	INF204K01760
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	Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
1 Month	-0.97%	-2.42%
6 Month	-10.07%	-10.35%
1 Year	3.46%	5.33%
3 Year	9.28%	17.47%
5 Year	-	18.69%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
6 Month	-	-
1 Year	-9.14%	-8.18%
3 Year	10.37%	17.38%
5 Year	-	19.7%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
1 Year	13.94%	12.69%
3 Year	12.63%	11.28%
5 Year	-	11.71%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
Standard Deviation	13.958%	13.02%
Sharp	0.268%	0.79%
Beta	0.953%	1.01%
Alpha	-1.104%	3.74%

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Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
Name	Harsha Upadhyaya	Ashutosh Bhargava
Total AUM	₹139411 Cr	₹121448 Cr
Fund Manage	11	12
	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
Others	1.65	1.03
Large Cap	75.34	81.28
Mid Cap	21.08	17.69
Small Cap	1.93	-

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
Others	0.92	1.03
Communication	4.24	-
Energy	5.09	-
Technology	11.05	-
Construction	5.38	3.48
Financial	24.78	-
Consumer Staples	3.83	-
Metals & Mining	5.11	-
Healthcare	6.31	-
Automobile	15.74	-
Materials	8.19	-
Chemicals	4.4	-
Services	4.59	-
Unclassified	0.37	-
Petroleum Products	-	4.96
IT - Software	-	11.95
Banks	-	21.88
Aerospace & Defense	-	3.85
Realty	-	2.25
Automobiles	-	7.45
Electrical Equipment	-	1.43
Finance	-	5.13
Diversified Metals	-	2.79
Consumer Durables	-	4.43
Personal Products	-	1.47
Industrial Products	-	1.85
Gas	-	1.92
Telecom - Services	-	4.07
Consumable Fuels	-	2.01
Pharmaceuticals & Biotechnology	-	3.89
Transport Services	-	1.95
Power	-	3.19
Retailing	-	2.06
Auto Components	-	2.18
Insurance	-	2.6
Beverages	-	2.18