Kotak ESG Exclusionary Strategy Fund vs Tata Ethical Fund compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1015 Cr | ₹2817 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Dec 2020 | 24 May 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | Nifty 500 Shariah TRI |
| Turn Over | 24.49% | 11.72% |
| Expense Ratio | 2.21 | 1.95 |
| Manager | Harsha Upadhyaya | Abhinav Sharma |
| ISIN Code | INF174KA1FF0 | INF277K01956 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 0.50% if redeemed within 90 days./365 |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.46% | 4.53% |
| 6 Month | 16.93% | 20.69% |
| 1 Year | 33.88% | 32.2% |
| 3 Year | 13.13% | 15.64% |
| 5 Year | - | 23.42% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.37% | 14.81% |
| 3 Year | 30.56% | 31.9% |
| 5 Year | 34.44% | 69.56% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.81% | 22.58% |
| 3 Year | 36.29% | 52.72% |
| 5 Year | 38.77% | 75.06% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.83% | 12.5% |
| Sharp | 0.61% | 0.91% |
| Beta | 0.87% | 0.88% |
| Alpha | -0.88% | 1.52% |
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| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Abhinav Sharma |
| Total AUM | ₹139411 Cr | ₹5613 Cr |
| Fund Manage | 11 | 3 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Large Cap | 75.34 | 44.12 |
| Mid Cap | 21.08 | 34.61 |
| Small Cap | 1.93 | 13.97 |
| Others | 1.65 | 7.3 |
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Financial | 24.78 | - |
| Construction | 5.38 | - |
| Technology | 11.05 | 22.83 |
| Chemicals | 4.4 | 6.1 |
| Automobile | 15.74 | 3.17 |
| Materials | 8.19 | 9.23 |
| Communication | 4.24 | 1.22 |
| Energy | 5.09 | 4.5 |
| Services | 4.59 | 1.22 |
| Healthcare | 6.31 | 10.15 |
| Metals & Mining | 5.11 | 3.57 |
| Consumer Staples | 3.83 | 10.41 |
| Others | 0.92 | 6.24 |
| Unclassified | 0.37 | - |
| Capital Goods | - | 14.79 |
| Consumer Discretionary | - | 2.33 |
| Textiles | - | 2.19 |
| Diversified | - | 2.05 |
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