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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 | ₹1070 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 | Best SIP |
| 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 | 2.57% | 4.03% |
| 6 Month | 7.48% | 14.72% |
| 1 Year | 4.37% | 1.85% |
| 3 Year | 13.83% | 19.27% |
| 5 Year | - | 19.76% |
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 | 0.61% | 1.72% |
| 1 Year | 8.24% | 10.36% |
| 3 Year | 10.82% | 15.41% |
| 5 Year | - | 15.13% |
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 | 10.55% | 11.85% |
| 3 Year | 12.83% | 13.15% |
| 5 Year | - | 11.74% |
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 | 11.77% | 15.52% |
| Sharp | 0.61% | 0.80% |
| Beta | 0.88% | 0.94% |
| Alpha | 0.80% | -2.43% |
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 | 7.82 | 5.4 |
| Large Cap | 76.51 | 40.63 |
| Mid Cap | 12.03 | 26.57 |
| Small Cap | 3.64 | 27.4 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.36 | 1.2 |
| Communication Services | 7.36 | - |
| Energy | 3 | 5.01 |
| Industrials | 5.85 | 27.3 |
| Technology | 12.07 | 1.26 |
| Financial Services | 27.12 | - |
| Consumer Defensive | 5.39 | 4.61 |
| Healthcare | 5.56 | 9.08 |
| Consumer Cyclical | 17.74 | 30.12 |
| Basic Materials | 11.14 | 21.41 |
| Utilities | 3.4 | - |
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