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ICICI Prudential ESG Exclusionary Strategy Fund vs UTI compare

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tortoise-icon ICICI Prudential ESG Exclusionary Strategy Fund - Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

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

Overview

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Fund ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1471 Cr ₹3334 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Oct 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 36% 14%
Expense Ratio 2.17 1.96
Manager Mittul Kalawadia Sachin Trivedi
ISIN Code INF109KC1N75 INF789F01299
Exits Load ICICI Prudential 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 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 ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month 3.7% 6.01%
6 Month 5.12% 2.46%
1 Year 15.89% 0.19%
3 Year 22.29% 24.87%
5 Year - 30.88%

SIP Return Analysis

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month 6.12% 8.61%
1 Year 9.02% 2.82%
3 Year 21.92% 21.14%
5 Year - 22.76%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 18.14% 13.92%
3 Year 16.24% 15.53%
5 Year - 15.12%

Risk Management

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 12.253% 16.395%
Sharp 0.854% 0.801%
Beta 0.811% -
Alpha 6.291% -

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Fund Managers

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Name Mittul Kalawadia Sachin Trivedi
Total AUM ₹45730 Cr ₹7301 Cr
Funds Managed 5 3
ICICI Prudential ESG Exclusionary Strategy Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

ICICI Prudential ESG Exclusionary Strategy Fund - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 5.67 4.64
Large Cap 67.52 75.46
Mid Cap 4.67 8.44
Small Cap 22.14 11.46

Sector Allocation

Scheme Name

ICICI Prudential ESG Exclusionary Strategy Fund - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 5.67 4.64
Energy 2.07 -
Technology 8.96 -
Financial Services 25.66 -
Basic Materials 5.48 -
Healthcare 9.86 -
Consumer Cyclical 14.65 79.46
Industrials 8.2 15.9
Consumer Defensive 4.08 -
Communication Services 11.26 -
Utilities 4.12 -

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