- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak ESG Exclusionary Strategy Fund vs Quant Quantamental Fund Regular compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹861 Cr | ₹2122 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Dec 2020 | 20 Apr 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY 200 TRI |
| Turn Over | 24.49% | % |
| Expense Ratio | 2.27 | 2 |
| Manager | Harsha Upadhyaya | Sanjeev Sharma |
| ISIN Code | INF174KA1FF0 | INF966L01AH5 |
| 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 Quantamental 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 Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | -4.81% | -4.95% |
| 6 Month | -12.53% | -18.9% |
| 1 Year | 0.54% | -9.49% |
| 3 Year | 11.08% | 25.65% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | -9.03% | -10.95% |
| 1 Year | -15.64% | -26.35% |
| 3 Year | 8.42% | 14.34% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.94% | 27.76% |
| 3 Year | 12.63% | 31.29% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.958% | 17.328% |
| Sharp | 0.268% | 0.966% |
| Beta | 0.953% | - |
| Alpha | -1.104% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 3.67708 | 20.63178 |
| Large Cap | 81.5239 | 67.16361 |
| Mid Cap | 10.94548 | 4.90998 |
| Small Cap | 3.85355 | 7.29462 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 1.44191 | 20.63178 |
| Communication Services | 6.68914 | 0.90389 |
| Energy | 2.25263 | 12.93918 |
| Technology | 15.06281 | - |
| Industrials | 6.6324 | 10.48743 |
| Financial Services | 24.18752 | 25.0414 |
| Consumer Defensive | 3.88436 | 9.85376 |
| Healthcare | 6.91409 | 6.31654 |
| Consumer Cyclical | 16.69282 | 5.51674 |
| Basic Materials | 13.15522 | 1.37542 |
| Utilities | 3.08711 | 6.93385 |
Top Comparisons
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
ITI Flexi Cap Fund Regular - Growth
3Y Returns0%
Quant Flexi Cap Fund-Growth
3Y Returns19.41%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.47%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.41%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns16.67%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns17.36%
