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Kotak ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life Manufacturing Equity Fund compare

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tortoise-icon Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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tortoise-icon Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Fund Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹869 Cr ₹1105 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 07 Dec 2020 03 Feb 2015
Category Other Themes Manufacturing
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 ESG TRI BSE India Manufacturing TRI
Turn Over 24.49% 19%
Expense Ratio 2.27 2.25
Manager Harsha Upadhyaya Harish Krishnan
ISIN Code INF174KA1FF0 INF209KA1YH6
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 Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
1 Month -0.69% -1.02%
6 Month 5.18% 7.02%
1 Year 5.16% 1.1%
3 Year 12.8% 18.37%
5 Year 11.98% 15.7%

SIP Return Analysis

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
6 Month 1.13% 0.8%
1 Year 11.44% 12.06%
3 Year 11.95% 15.56%
5 Year 11.73% 15.41%

Rolling Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
1 Year 9.14% 10.88%
3 Year 12.93% 13.48%
5 Year 11.94% 11.94%

Risk Management

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Standard Deviation 11.67% 15.56%
Sharp 0.55% 0.76%
Beta 0.87% 0.95%
Alpha 0.48% -2.3%

Fund Managers

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Name Harsha Upadhyaya Harish Krishnan
Total AUM ₹139411 Cr ₹26655 Cr
Funds Managed 11 4
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Others 8.15 5.73
Large Cap 76.87 41.61
Mid Cap 11.64 26.81
Small Cap 3.34 25.85

Sector Allocation

Scheme Name

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Others 0.91 0.71
Communication Services 8.11 -
Energy 3.14 5.38
Industrials 5.88 24.53
Technology 12.73 1.25
Financial Services 28.87 -
Consumer Defensive 5.05 4.49
Healthcare 5.49 10.93
Basic Materials 9.8 21.08
Consumer Cyclical 16.43 30.92
Utilities 3.6 0.7

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