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 | High | Very High |
| Asset Size (Cr) | ₹943 Cr | ₹3202 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Dec 2020 | 21 Aug 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 | 2.23 | 1.92 |
| Manager | Harsha Upadhyaya | Abhinav Sharma |
| ISIN Code | INF174KA1FF0 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.71% | 0.06% |
| 6 Month | -1.07% | -0.68% |
| 1 Year | 13.91% | 15.6% |
| 3 Year | 11.22% | 12.02% |
| 5 Year | - | 19.71% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.69% | 6.49% |
| 3 Year | 15.99% | 16.25% |
| 5 Year | - | 18.75% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.83% | 13.9% |
| 3 Year | 12.93% | 14.05% |
| 5 Year | - | 14.3% |
| 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% | 0.54% |
| Beta | 0.87% | 0.88% |
| Alpha | -0.88% | 0.3% |
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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 |
|---|---|---|
| Others | 1.65 | 7.33 |
| Large Cap | 75.34 | 41.54 |
| Mid Cap | 21.08 | 36.13 |
| Small Cap | 1.93 | 15 |
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 0.92 | 7.33 |
| 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 | - |
| Electrical Equipment | - | 4.28 |
| Industrial Products | - | 6.01 |
| Consumer Durables | - | 5.43 |
| Fertilizers & Agrochemicals | - | 2.92 |
| Petroleum Products | - | 2.13 |
| Diversified FMCG | - | 4.49 |
| Pharmaceuticals & Biotechnology | - | 12.47 |
| IT - Software | - | 16.98 |
| Healthcare Services | - | 2.99 |
| Cement & Cement Products | - | 4.73 |
| Chemicals & Petrochemicals | - | 4.69 |
| Auto Components | - | 6.17 |
| Personal Products | - | 4.12 |
| Gas | - | 4.7 |
| IT - Services | - | 1.29 |
| Non - Ferrous Metals | - | 1.1 |
| Agricultural Food & other Products | - | 2.27 |
| Retailing | - | 1.7 |
| Food Products | - | 0.81 |
| Oil | - | 1.45 |
| Diversified | - | 0.73 |
| Textiles & Apparels | - | 1.21 |
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