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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 Risk | Very High Risk |
| 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 | -0.97% | -6.53% |
| 6 Month | -10.07% | -20.47% |
| 1 Year | 3.46% | -4.77% |
| 3 Year | 9.28% | 17.03% |
| 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 | -9.14% | -19.33% |
| 3 Year | 10.37% | 12.48% |
| 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 |
| 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 | 9.98 |
| Large Cap | 75.34 | 55.99 |
| Mid Cap | 21.08 | 5.88 |
| Small Cap | 1.93 | 28.14 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 0.92 | 9.98 |
| Communication | 4.24 | - |
| Energy | 5.09 | - |
| Technology | 11.05 | - |
| Construction | 5.38 | - |
| 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 | - | 9.32 |
| Insurance | - | 16.89 |
| Pharmaceuticals & Biotechnology | - | 11.59 |
| Agricultural Food & other Products | - | 5 |
| Food Products | - | 21.03 |
| Finance | - | 11.77 |
| Telecom - Services | - | 4.71 |
| IT - Software | - | 0.88 |
| Retailing | - | 7.83 |
| Commercial Services & Supplies | - | 0.99 |
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