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 | High | Very High |
| Asset Size (Cr) | ₹943 Cr | ₹3875 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 07 Dec 2020 | 01 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 | 2.23 | 1.89 |
| Manager | Harsha Upadhyaya | Rohit Seksaria |
| ISIN Code | INF174KA1FF0 | INF903JA1EX7 |
| Exits Load | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.71% | 2.59% |
| 6 Month | -1.07% | 8.69% |
| 1 Year | 13.91% | 18.1% |
| 3 Year | 11.22% | 16.05% |
| 5 Year | - | 21.19% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.69% | 17.23% |
| 3 Year | 15.99% | 21.53% |
| 5 Year | - | 23.39% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.83% | 20.51% |
| 3 Year | 12.93% | 23% |
| 5 Year | - | 21.77% |
| 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 | 5.56 |
| Large Cap | 75.34 | 43.98 |
| Mid Cap | 21.08 | 16.69 |
| Small Cap | 1.93 | 33.76 |
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.92 | 5.56 |
| 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 | - | 4.5 |
| IT - Services | - | 3.17 |
| Finance | - | 12.08 |
| Banks | - | 18.71 |
| Healthcare Services | - | 7.29 |
| Capital Markets | - | 6.55 |
| IT - Software | - | 6.49 |
| Telecom - Services | - | 10.37 |
| Transport Services | - | 1.75 |
| Entertainment | - | 1.72 |
| Realty | - | 1.7 |
| Leisure Services | - | 4.29 |
| Consumer Durables | - | 3.57 |
| Commercial Services & Supplies | - | 0.98 |
| Financial Technology (Fintech) | - | 1.1 |
| Insurance | - | 3.41 |
| Retailing | - | 3.99 |
| Transport Infrastructure | - | 1.46 |
| Textiles & Apparels | - | 1.3 |
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