Kotak ESG Exclusionary Strategy Fund vs Nippon India Quant Fund compare

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Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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Nippon India Quant Fund -Growth Plan - Growth Option

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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	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)	₹850 Cr	₹100 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	0.94
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

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
1 Month	2.61%	2.24%
6 Month	15.6%	14.32%
1 Year	-3.21%	-0.16%
3 Year	13.34%	19.41%
5 Year	-	22.54%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
6 Month	4.05%	3.7%
1 Year	11.18%	11.31%
3 Year	13.07%	18.17%
5 Year	-	18.76%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
1 Year	11.5%	11.68%
3 Year	12.64%	11.62%
5 Year	-	11.87%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
Standard Deviation	12.11%	13.02%
Sharp	0.54%	0.93%
Beta	0.88%	1%
Alpha	1.70%	4.09%

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

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
Others	8.12	6.99
Large Cap	75.48	76.26
Mid Cap	12.39	16.75
Small Cap	4.01	-

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
Others	2.15	1.04
Communication Services	7.84	4.15
Energy	2.65	7.61
Technology	10.85	8.41
Industrials	4.86	13
Financial Services	25.55	35.14
Consumer Defensive	5.11	2.83
Healthcare	7.39	5.31
Consumer Cyclical	17.89	9.85
Basic Materials	11.9	5.99
Utilities	3.82	4.65
Real Estate	-	2.01