Kotak ESG Exclusionary Strategy Fund vs Nippon India Quant Fund compare

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

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tortoise-icon 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 Very High
Asset Size (Cr) ₹943 Cr ₹83 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 2.23 0.97
Manager Harsha Upadhyaya Ashutosh Bhargava
ISIN Code INF174KA1FF0 INF204K01760
Exits Load Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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

Trailing Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option
1 Month 0.71% 1.98%
6 Month -1.07% 3.16%
1 Year 13.91% 21.4%
3 Year 11.22% 21.01%
5 Year - 21.72%

SIP Return Analysis

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option
6 Month - -
1 Year 6.69% 12.73%
3 Year 15.99% 25.16%
5 Year - 24.24%

Rolling Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option
1 Year 13.83% 12.36%
3 Year 12.93% 11.1%
5 Year - 11.62%

Risk Management

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option
Standard Deviation 12.83% 13.02%
Sharp 0.61% 1.06%
Beta 0.87% 0.99%
Alpha -0.88% 5.41%

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Fund Managers

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

Market Cap

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 -

Sector Allocation

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

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