Kotak ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life Manufacturing Equity Fund compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Chart Comparison
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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