- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
SWP Mutual Fund Plan Your Wealth with Our SWP Feature
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Overview
| 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 | High | Very High |
| Asset Size (Cr) | ₹861 Cr | ₹3334 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Dec 2020 | 30 Jul 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 | 2.27 | 1.96 |
| Manager | Harsha Upadhyaya | Sachin Trivedi |
| ISIN Code | INF174KA1FF0 | INF789F01299 |
| Exits Load | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 6.5% | 4.46% |
| 6 Month | -12.95% | -21.32% |
| 1 Year | 4.83% | -1.46% |
| 3 Year | 9.66% | 22.63% |
| 5 Year | - | 31.49% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -2.64% | -3.94% |
| 1 Year | -8.04% | -15.58% |
| 3 Year | 11.42% | 17.24% |
| 5 Year | - | 21.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 13.94% | 13.92% |
| 3 Year | 12.63% | 15.53% |
| 5 Year | - | 15.12% |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.958% | 16.395% |
| Sharp | 0.268% | 0.801% |
| Beta | 0.953% | - |
| Alpha | -1.104% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
| Funds Managed | 11 | 3 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 3.68 | 4.64 |
| Large Cap | 81.52 | 75.46 |
| Mid Cap | 10.95 | 8.44 |
| Small Cap | 3.85 | 11.46 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.44 | 4.64 |
| Communication Services | 6.69 | - |
| Energy | 2.25 | - |
| Technology | 15.06 | - |
| Industrials | 6.63 | 15.9 |
| Financial Services | 24.19 | - |
| Consumer Defensive | 3.88 | - |
| Healthcare | 6.91 | - |
| Consumer Cyclical | 16.69 | 79.46 |
| Basic Materials | 13.16 | - |
| Utilities | 3.09 | - |
Top Comparisons
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns20.08%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns15.67%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns9.33%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns13.24%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns12.59%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns13.82%
HSBC Large Cap Fund - Regular Growth
3Y Returns12.77%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.17%
