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 | 2.87% | -0.37% |
6 Month | -3.36% | -10.46% |
1 Year | 4.63% | 0.62% |
3 Year | 12.07% | 14.84% |
5 Year | - | 20.53% |
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 | 1.92% | -3.66% |
1 Year | -3.53% | -14.72% |
3 Year | 12.95% | 14.76% |
5 Year | - | 15.02% |
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 | 13.94% | 13.56% |
3 Year | 12.63% | 12.59% |
5 Year | - | 10.55% |
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% | 0.5% |
Beta | 0.953% | 0.93% |
Alpha | -1.104% | -2.6% |
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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 | 1.25 |
Large Cap | 81.52 | 42.3 |
Mid Cap | 10.95 | 24.25 |
Small Cap | 3.85 | 32.23 |
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 | 1.25 |
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 | - | 5.99 |
Auto Components | - | 10.81 |
Construction | - | 6.61 |
Pharmaceuticals & Biotechnology | - | 7.52 |
Consumer Durables | - | 7.94 |
Non - Ferrous Metals | - | 4.36 |
Paper, Forest & Jute Products | - | 1.12 |
Industrial Manufacturing | - | 4.06 |
Ferrous Metals | - | 4.94 |
Electrical Equipment | - | 4.34 |
Healthcare Equipment & Supplies | - | 0.28 |
Automobiles | - | 9.91 |
Industrial Products | - | 13.83 |
Chemicals & Petrochemicals | - | 0.78 |
Agricultural Food & other Products | - | 1.52 |
Diversified Metals | - | 2.32 |
Aerospace & Defense | - | 1.85 |
Textiles & Apparels | - | 2.17 |
Minerals & Mining | - | 1.31 |
Beverages | - | 7.12 |
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