Kotak ESG Exclusionary Strategy Fund vs Sundaram Services Fund Regular Plan compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1015 Cr | ₹3632 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 05 Dec 2020 | 21 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY Service Sector TRI |
| Turn Over | 24.49% | 29% |
| Expense Ratio | 2.21 | 1.89 |
| Manager | Harsha Upadhyaya | Rohit Seksaria |
| ISIN Code | INF174KA1FF0 | INF903JA1EX7 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.46% | 2.72% |
| 6 Month | 16.93% | 16.68% |
| 1 Year | 33.88% | 33.57% |
| 3 Year | 13.13% | 18.93% |
| 5 Year | - | 24.52% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.37% | 10.89% |
| 3 Year | 30.56% | 31.75% |
| 5 Year | 34.44% | 74.85% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.81% | 24.09% |
| 3 Year | 36.29% | 59.58% |
| 5 Year | 38.77% | 82.86% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.83% | 12.7% |
| Sharp | 0.61% | 0.94% |
| Beta | 0.87% | 0.83% |
| Alpha | -0.88% | 5.93% |
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| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Rohit Seksaria |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Fund Manage | 11 | 15 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.65 | 7 |
| Large Cap | 75.34 | 51.63 |
| Mid Cap | 21.08 | 11.6 |
| Small Cap | 1.93 | 29.79 |
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.92 | 1.68 |
| Communication | 4.24 | 9.31 |
| Energy | 5.09 | 6.24 |
| Technology | 11.05 | 8.99 |
| Construction | 5.38 | 1.48 |
| Financial | 24.78 | 38.91 |
| Consumer Staples | 3.83 | - |
| Metals & Mining | 5.11 | - |
| Healthcare | 6.31 | 6 |
| Automobile | 15.74 | - |
| Materials | 8.19 | - |
| Chemicals | 4.4 | - |
| Services | 4.59 | 15.44 |
| Unclassified | 0.37 | 2.25 |
| Insurance | - | 3.89 |
| Consumer Discretionary | - | 4.58 |
| Textiles | - | 1.25 |
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