Kotak ESG Exclusionary Strategy Fund vs UTI compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1009 Cr | ₹3435 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Dec 2020 | 01 Aug 2005 |
| Category | Other Themes | Thematic Transportation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 24.49% | 14% |
| Expense Ratio | 2.21 | 1.91 |
| Manager | Harsha Upadhyaya | Sachin Trivedi |
| ISIN Code | INF174KA1FF0 | INF789F01299 |
| 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 1% if redeemed within 30 days./365 |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 0.46% | -0.51% |
| 6 Month | 16.93% | 23.56% |
| 1 Year | 33.88% | 57.19% |
| 3 Year | 13.13% | 33.46% |
| 5 Year | - | 27.76% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.37% | 29.95% |
| 3 Year | 30.56% | 70.77% |
| 5 Year | 34.44% | 121.33% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 13.88% | 13.7% |
| 3 Year | 12.93% | 15.21% |
| 5 Year | - | 14.71% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.83% | 14.14% |
| Sharp | 0.61% | 1.69% |
| Beta | 0.87% | 0.94% |
| Alpha | -0.88% | -1.54% |
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| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Sachin Trivedi |
| Total AUM | ₹139411 Cr | ₹7301 Cr |
| Fund Manage | 11 | 3 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.65 | 6.08 |
| Large Cap | 75.34 | 63.32 |
| Mid Cap | 21.08 | 25.01 |
| Small Cap | 1.93 | 5.59 |
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 0.92 | 6.01 |
| Communication | 4.24 | - |
| Energy | 5.09 | 0.1 |
| Technology | 11.05 | - |
| Construction | 5.38 | - |
| Financial | 24.78 | 0.9 |
| Consumer Staples | 3.83 | - |
| Metals & Mining | 5.11 | 0.88 |
| Healthcare | 6.31 | - |
| Automobile | 15.74 | 74.8 |
| Materials | 8.19 | - |
| Chemicals | 4.4 | - |
| Services | 4.59 | 14.01 |
| Unclassified | 0.37 | - |
| Capital Goods | - | 3.3 |
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