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Kotak ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹866 Cr | ₹863 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 07 Dec 2020 | 23 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | BSE 500 |
| Turn Over | 24.49% | 72% |
| Expense Ratio | 2.27 | 2.4 |
| Manager | Harsha Upadhyaya | Dhaval Joshi |
| ISIN Code | INF174KA1FF0 | INF209KB1T46 |
| 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 Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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 Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.52% | 0.42% |
| 6 Month | 4.72% | 9.39% |
| 1 Year | 3.18% | 8.09% |
| 3 Year | 12.83% | 18.59% |
| 5 Year | 12.06% | 18.33% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.63% | 6.03% |
| 1 Year | 16.18% | 25.03% |
| 3 Year | 12.8% | 19.88% |
| 5 Year | - | 17.56% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.55% | 12.75% |
| 3 Year | 12.83% | 17.87% |
| 5 Year | - | 20.09% |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.67% | 13.48% |
| Sharp | 0.55% | 0.86% |
| Beta | 0.87% | 1.00% |
| Alpha | 0.48% | 3.02% |
Fund Managers
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Dhaval Joshi |
| Total AUM | ₹139411 Cr | ₹361932 Cr |
| Funds Managed | 11 | 55 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 8.53 | 15.73 |
| Large Cap | 76.26 | 50.26 |
| Mid Cap | 11.66 | 10.53 |
| Small Cap | 3.55 | 23.48 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.53 | 3.85 |
| Communication Services | 7.89 | 7.63 |
| Energy | 3.15 | 1.85 |
| Industrials | 5.7 | 9.11 |
| Technology | 12.24 | 10.16 |
| Financial Services | 28.15 | 24.28 |
| Consumer Defensive | 5.08 | 4.97 |
| Healthcare | 5.53 | 7.18 |
| Consumer Cyclical | 16.85 | 17.34 |
| Basic Materials | 10.13 | 10.91 |
| Utilities | 3.75 | 0.64 |
| Real Estate | - | 2.08 |
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