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) ₹1009 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 -3.99% -6.22%
6 Month 10.05% 10.81%
1 Year 27.54% 35.91%
3 Year 9.87% 21.51%
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 14.67% 15.38%
3 Year 17.64% 25.4%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
1 Year 13.83% 25.14%
3 Year 12.93% 30.59%
5 Year - -

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

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

Sector Allocation

Scheme Name

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Quant ESG Equity Fund Regular - Growth

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

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