Kotak ESG Exclusionary Strategy Fund vs Tata Ethical Fund compare

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tortoise-icon Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹1009 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

Trailing Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
1 Month 0.46% -6.92%
6 Month 16.93% 9.94%
1 Year 33.88% 31.25%
3 Year 13.13% 14.11%
5 Year - 19.61%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
1 Year 13.88% 13.86%
3 Year 12.93% 14.11%
5 Year - 14.3%

Risk Management

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% 0.71%
Beta 0.87% 0.87%
Alpha -0.88% 0.6%

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Fund Managers

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

Market Cap

Scheme Name

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Tata Ethical Fund-Regular Plan - Growth Option

Others 1.65 7.3
Large Cap 75.34 44.12
Mid Cap 21.08 34.61
Small Cap 1.93 13.97

Sector Allocation

Scheme Name

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Tata Ethical Fund-Regular Plan - Growth Option

Others 0.92 6.24
Communication 4.24 1.22
Energy 5.09 4.5
Technology 11.05 22.83
Construction 5.38 -
Financial 24.78 -
Consumer Staples 3.83 10.41
Metals & Mining 5.11 3.57
Healthcare 6.31 10.15
Automobile 15.74 3.17
Materials 8.19 9.23
Chemicals 4.4 6.1
Services 4.59 1.22
Unclassified 0.37 -
Capital Goods - 14.79
Consumer Discretionary - 2.33
Diversified - 2.05
Textiles - 2.19

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