- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.57% | 1.92% |
| 6 Month | 6% | 12.05% |
| 1 Year | 6.4% | 12.77% |
| 3 Year | 13.35% | 19.03% |
| 5 Year | - | 19.39% |
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 | 3.56% | 7.04% |
| 1 Year | 15.94% | 26.06% |
| 3 Year | 13.16% | 20.57% |
| 5 Year | - | 18.05% |
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% | 12.83% |
| 3 Year | 12.83% | 17.83% |
| 5 Year | - | 20.19% |
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 | 11.77% | 13.49% |
| Sharp | 0.61% | 0.87% |
| Beta | 0.88% | 0.99% |
| Alpha | 0.80% | 2.31% |
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 |
Top Comparisons
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns15.66%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.86%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.2%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns19.06%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns20.19%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.79%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.79%
