Kotak ESG Exclusionary Strategy Fund vs Quant ESG Equity Fund Regular compare

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

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tortoise-icon Quant ESG Equity Fund Regular - 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 Quant ESG Equity Fund Regular - Growth
Fund Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1015 Cr ₹278 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Dec 2020 05 Nov 2020
Category Other Themes Other Themes
Fund Type Open Ended Open-ended
Benchmark NIFTY 100 ESG TRI NIFTY 100 ESG TRI
Turn Over 24.49% %
Expense Ratio 2.21 2.39
Manager Harsha Upadhyaya Sanjeev Sharma
ISIN Code INF174KA1FF0 INF966L01AB8
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 15 days./365

Trailing Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
1 Month 0.46% 1.32%
6 Month 16.93% 20.8%
1 Year 33.88% 54.41%
3 Year 13.13% 30.36%
5 Year - -

SIP Return Analysis

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 15.37% 21.9%
3 Year 30.56% 53.64%
5 Year 34.44% 74.14%

Rolling Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
1 Year 12.81% 28.13%
3 Year 36.29% 69.46%
5 Year 38.77% 75.54%

Risk Management

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
Standard Deviation 12.83% 17.3%
Sharp 0.61% 1.25%
Beta 0.87% 0.94%
Alpha -0.88% 12.45%

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Fund Managers

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
Name Harsha Upadhyaya Sanjeev Sharma
Total AUM ₹139411 Cr ₹39731 Cr
Fund Manage 11 22
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Quant ESG Equity Fund Regular - Growth

Large Cap 75.34 54.11
Mid Cap 21.08 10.01
Small Cap 1.93 22.4
Others 1.65 13.46

Sector Allocation

Scheme Name

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Quant ESG Equity Fund Regular - Growth

Financial 24.78 18.3
Construction 5.38 -
Technology 11.05 7.98
Chemicals 4.4 -
Automobile 15.74 -
Materials 8.19 0.43
Communication 4.24 -
Energy 5.09 24.53
Services 4.59 17.06
Healthcare 6.31 16.19
Metals & Mining 5.11 -
Consumer Staples 3.83 13.5
Others 0.92 -2.96
Unclassified 0.37 -
Insurance - 4.95

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