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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) | ₹850 Cr | ₹1043 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 | 3.36% | 6.28% |
| 6 Month | 16.45% | 18.47% |
| 1 Year | -2.56% | -3.27% |
| 3 Year | 14.48% | 19.02% |
| 5 Year | - | 18.31% |
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 | 4.05% | 7.18% |
| 1 Year | 11.18% | 13.76% |
| 3 Year | 13.07% | 18.61% |
| 5 Year | - | 16.79% |
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 | 11.5% | 12.15% |
| 3 Year | 12.64% | 13.01% |
| 5 Year | - | 11.57% |
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 | 12.11% | 13.2% |
| Sharp | 0.54% | 0.7% |
| Beta | 0.88% | 0.94% |
| Alpha | 1.70% | -2.26% |
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 | 8.12 | 3.95 |
| Large Cap | 75.48 | 38.49 |
| Mid Cap | 12.39 | 26.36 |
| Small Cap | 4.01 | 31.2 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.15 | 1.51 |
| Communication Services | 7.84 | - |
| Energy | 2.65 | 5.14 |
| Technology | 10.85 | 1.36 |
| Industrials | 4.86 | 29.67 |
| Financial Services | 25.55 | - |
| Consumer Defensive | 5.11 | 5.25 |
| Healthcare | 7.39 | 9.36 |
| Consumer Cyclical | 17.89 | 26.55 |
| Basic Materials | 11.9 | 21.16 |
| Utilities | 3.82 | - |
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