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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 Risk | Very High Risk |
| 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 | -0.97% | -3.11% |
| 6 Month | -10.07% | -16.39% |
| 1 Year | 3.46% | 2.36% |
| 3 Year | 9.28% | 19.83% |
| 5 Year | - | 20.63% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -9.14% | -16.17% |
| 3 Year | 10.37% | 17.14% |
| 5 Year | - | 21.76% |
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% | 15.812% |
| Sharp | 0.268% | 0.9% |
| Beta | 0.953% | - |
| Alpha | -1.104% | - |
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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 |
| Fund Manage | 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 | 1.65 | 4.07 |
| Large Cap | 75.34 | 73.25 |
| Mid Cap | 21.08 | 14.49 |
| Small Cap | 1.93 | 8.18 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 0.92 | 4.07 |
| 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 | - |
| Auto Components | - | 18.94 |
| Transport Services | - | 8 |
| Agricultural, Commercial & Construction Vehicles | - | 2.04 |
| Automobiles | - | 57.44 |
| Industrial Products | - | 0.91 |
| Transport Infrastructure | - | 5.68 |
| Retailing | - | 2.38 |
| Finance | - | 0.42 |
| Commercial Services & Supplies | - | 0.11 |
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