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ICICI Prudential ESG Exclusionary Strategy Fund vs UTI compare
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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 | 4.57% | 4.27% |
| 6 Month | -1.87% | -5.72% |
| 1 Year | 14.34% | -1.88% |
| 3 Year | 19.04% | 21.39% |
| 5 Year | - | 28.69% |
SIP Return Analysis
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 2.81% | -0.11% |
| 1 Year | 2.79% | -13.13% |
| 3 Year | 20.35% | 16.93% |
| 5 Year | - | 20.71% |
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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