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) | ₹861 Cr | ₹732 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 | 2.87% | 3.14% |
6 Month | -3.36% | -3.64% |
1 Year | 4.63% | 7.88% |
3 Year | 12.07% | 15.39% |
5 Year | - | - |
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 | 1.92% | 0.59% |
1 Year | -3.53% | -3.53% |
3 Year | 12.95% | 16.9% |
5 Year | - | - |
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 | 13.94% | 17.62% |
3 Year | 12.63% | 17.72% |
5 Year | - | - |
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 | 13.958% | 14.687% |
Sharp | 0.268% | 0.532% |
Beta | 0.953% | - |
Alpha | -1.104% | - |
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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 | 3.68 | 8.65 |
Large Cap | 81.52 | 49.95 |
Mid Cap | 10.95 | 18.25 |
Small Cap | 3.85 | 23.14 |
Sector Allocation
Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 1.44 | 5.81 |
Communication Services | 6.69 | 6.88 |
Energy | 2.25 | 1.85 |
Technology | 15.06 | 12.66 |
Industrials | 6.63 | 4.8 |
Financial Services | 24.19 | 22.13 |
Consumer Defensive | 3.88 | 4.65 |
Healthcare | 6.91 | 8.66 |
Consumer Cyclical | 16.69 | 16.47 |
Basic Materials | 13.16 | 13.04 |
Utilities | 3.09 | 0.84 |
Real Estate | - | 2.18 |
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