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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Get Free Experts GuidanceScheme 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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