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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) | ₹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 | 2.72% | 4.79% |
| 6 Month | 1.48% | 2.21% |
| 1 Year | 5.15% | 10.22% |
| 3 Year | 15.39% | 18.98% |
| 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 | 6.33% | 6% |
| 1 Year | 4.46% | 5.87% |
| 3 Year | 14.73% | 19.34% |
| 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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