Kotak ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹864 Cr	₹800 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

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month	3.22%	4.54%
6 Month	14.85%	18.38%
1 Year	-3.06%	1.61%
3 Year	13.3%	17.24%
5 Year	-	-

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month	4.05%	6.94%
1 Year	11.18%	17.59%
3 Year	13.07%	19.54%
5 Year	-	-

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year	11.5%	14.41%
3 Year	12.64%	17.71%
5 Year	-	-

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation	12.11%	13.58%
Sharp	0.54%	0.71%
Beta	0.88%	0.98%
Alpha	1.70%	1.86%

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

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	8.12	11.26
Large Cap	75.48	50.46
Mid Cap	12.39	14.72
Small Cap	4.01	23.56

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	2.15	2.49
Communication Services	7.84	7.41
Energy	2.65	1.86
Technology	10.85	8.98
Industrials	4.86	9.47
Financial Services	25.55	22.22
Consumer Defensive	5.11	5.35
Healthcare	7.39	8.84
Consumer Cyclical	17.89	18.26
Basic Materials	11.9	12.02
Utilities	3.82	0.69
Real Estate	-	2.4