- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
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 Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Overview
| 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) | ₹861 Cr | ₹3793 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 | 2.27 | 1.94 |
| Manager | Harsha Upadhyaya | Rohit Seksaria |
| ISIN Code | INF174KA1FF0 | INF903JA1EX7 |
| 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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.5% | 5.2% |
| 6 Month | -12.95% | -9.65% |
| 1 Year | 4.83% | 10.95% |
| 3 Year | 9.66% | 14.08% |
| 5 Year | - | 27.75% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.67% | -4.18% |
| 1 Year | -8.76% | -3.09% |
| 3 Year | 11.45% | 15.38% |
| 5 Year | - | 18.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.94% | 20.46% |
| 3 Year | 12.63% | 22.46% |
| 5 Year | - | 21.59% |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.958% | 13.733% |
| Sharp | 0.268% | 0.606% |
| 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 | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Rohit Seksaria |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Funds Managed | 11 | 15 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.68 | 9.97 |
| Large Cap | 81.52 | 50.92 |
| Mid Cap | 10.95 | 10.3 |
| Small Cap | 3.85 | 28.8 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.44 | 6.38 |
| Communication Services | 6.69 | 15.5 |
| Energy | 2.25 | 5.11 |
| Technology | 15.06 | 7.92 |
| Industrials | 6.63 | 5.77 |
| Financial Services | 24.19 | 37.21 |
| Consumer Defensive | 3.88 | - |
| Healthcare | 6.91 | 7.46 |
| Consumer Cyclical | 16.69 | 12.78 |
| Basic Materials | 13.16 | - |
| Utilities | 3.09 | - |
| Real Estate | - | 1.87 |
Top Comparisons
ICICI Prudential Long Term Bond Fund - Growth
3Y Returns7.32%
HDFC Long Duration Debt Fund - Growth Option
3Y Returns0%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.73%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.71%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.92%
