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Kotak ESG Exclusionary Strategy Fund vs Quant ESG Equity Fund Regular compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
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 | High | Very High |
| Asset Size (Cr) | ₹861 Cr | ₹288 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 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 | 2.27 | 2.42 |
| Manager | Harsha Upadhyaya | Sanjeev Sharma |
| ISIN Code | INF174KA1FF0 | INF966L01AB8 |
| 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 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.11% | -0.62% |
| 6 Month | -13.46% | -20.54% |
| 1 Year | -1.41% | -7.01% |
| 3 Year | 6.99% | 10.54% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | -5.01% | -8.89% |
| 1 Year | -11.83% | -23.48% |
| 3 Year | 9.36% | 9.56% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.94% | 24.8% |
| 3 Year | 12.63% | 29.82% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.958% | 18.756% |
| Sharp | 0.268% | 0.643% |
| Beta | 0.953% | 1.112% |
| Alpha | -1.104% | 6.426% |
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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 |
| Funds Managed | 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 | 3.68 | 13.27 |
| Large Cap | 81.52 | 45.01 |
| Mid Cap | 10.95 | 21.29 |
| Small Cap | 3.85 | 20.43 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 1.44 | 13.27 |
| Communication Services | 6.69 | - |
| Energy | 2.25 | 9.56 |
| Technology | 15.06 | 3.22 |
| Industrials | 6.63 | - |
| Financial Services | 24.19 | 32.57 |
| Consumer Defensive | 3.88 | 8.79 |
| Healthcare | 6.91 | 19.88 |
| Consumer Cyclical | 16.69 | 6.97 |
| Basic Materials | 13.16 | - |
| Utilities | 3.09 | 5.74 |
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