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) | ₹861 Cr | ₹1112 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 | 2.14% | 3.85% |
6 Month | -2.67% | -6.18% |
1 Year | 1.25% | 0.32% |
3 Year | 17.81% | 21.23% |
5 Year | - | 21.15% |
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 | 7.07% | 7.36% |
1 Year | 4.33% | 1.3% |
3 Year | 13.55% | 18.13% |
5 Year | - | 16.69% |
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 | 12.47% | 12.71% |
3 Year | 12.41% | 12.86% |
5 Year | - | 11.25% |
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 | 13.958% | 13.2% |
Sharp | 0.268% | 0.83% |
Beta | 0.953% | 0.93% |
Alpha | -1.104% | -2.14% |
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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 | 3.68 | 1.14 |
Large Cap | 81.52 | 44.25 |
Mid Cap | 10.95 | 22.73 |
Small Cap | 3.85 | 31.9 |
Sector Allocation
Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 1.44 | 1.14 |
Communication Services | 6.69 | - |
Energy | 2.25 | - |
Technology | 15.06 | - |
Industrials | 6.63 | - |
Financial Services | 24.19 | - |
Consumer Defensive | 3.88 | - |
Healthcare | 6.91 | - |
Consumer Cyclical | 16.69 | - |
Basic Materials | 13.16 | - |
Utilities | 3.09 | - |
Petroleum Products | - | 7.08 |
Auto Components | - | 10.77 |
Construction | - | 6.3 |
Pharmaceuticals & Biotechnology | - | 6.58 |
Consumer Durables | - | 6.95 |
Non - Ferrous Metals | - | 4.33 |
Industrial Manufacturing | - | 4.09 |
Ferrous Metals | - | 5.14 |
Healthcare Equipment & Supplies | - | 0.32 |
Automobiles | - | 10.67 |
Electrical Equipment | - | 4.52 |
Industrial Products | - | 14.51 |
Chemicals & Petrochemicals | - | 0.8 |
Agricultural Food & other Products | - | 0.7 |
Diversified Metals | - | 2.49 |
Aerospace & Defense | - | 2.15 |
Textiles & Apparels | - | 2 |
Minerals & Mining | - | 1.37 |
Beverages | - | 8.11 |
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