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Kotak ESG Exclusionary Strategy Fund vs Nippon India Quant Fund compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Nippon India Quant Fund -Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹861 Cr | ₹89 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Dec 2020 | 18 Apr 2008 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | BSE 200 |
| Turn Over | 24.49% | 119% |
| Expense Ratio | 2.27 | 0.97 |
| Manager | Harsha Upadhyaya | Ashutosh Bhargava |
| ISIN Code | INF174KA1FF0 | INF204K01760 |
| 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 | Nippon India Quant Fund - Growth charges 0.25% 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 | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 2.87% | 3.22% |
| 6 Month | -3.36% | -1.05% |
| 1 Year | 4.63% | 7.23% |
| 3 Year | 12.07% | 20.37% |
| 5 Year | - | 24.22% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.92% | 2.21% |
| 1 Year | -3.53% | -0.71% |
| 3 Year | 12.95% | 20.05% |
| 5 Year | - | 20.43% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 13.94% | 12.69% |
| 3 Year | 12.63% | 11.28% |
| 5 Year | - | 11.71% |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.958% | 13.02% |
| Sharp | 0.268% | 0.7% |
| Beta | 0.953% | 1% |
| Alpha | -1.104% | 3.97% |
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Fund Managers
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Ashutosh Bhargava |
| Total AUM | ₹139411 Cr | ₹121448 Cr |
| Funds Managed | 11 | 12 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 3.68 | 5.89 |
| Large Cap | 81.52 | 76.63 |
| Mid Cap | 10.95 | 17.48 |
| Small Cap | 3.85 | - |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 1.44 | 2.97 |
| Communication Services | 6.69 | 3.52 |
| Energy | 2.25 | 4.39 |
| Technology | 15.06 | 14.19 |
| Industrials | 6.63 | 9.81 |
| Financial Services | 24.19 | 32.72 |
| Consumer Defensive | 3.88 | 5.93 |
| Healthcare | 6.91 | 6.32 |
| Consumer Cyclical | 16.69 | 11.55 |
| Basic Materials | 13.16 | 6.12 |
| Utilities | 3.09 | 2.48 |
| Real Estate | - | 0 |
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