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)	₹861 Cr	₹97 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	1.89%	1.61%
6 Month	2.49%	2.71%
1 Year	1.59%	6.08%
3 Year	19.18%	26.53%
5 Year	-	24.26%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
6 Month	5.89%	6.16%
1 Year	4.34%	6.36%
3 Year	13.88%	20.35%
5 Year	-	20.46%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
1 Year	12.47%	11.98%
3 Year	12.41%	11.46%
5 Year	-	11.83%

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%	1.08%
Beta	0.953%	0.98%
Alpha	-1.104%	4.19%

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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	3.68	1.52
Large Cap	81.52	79.07
Mid Cap	10.95	19.41
Small Cap	3.85	-

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Nippon India Quant Fund -Growth Plan - Growth Option
Others	1.44	1.52
Communication Services	6.69	-
Energy	2.25	-
Technology	15.06	-
Industrials	6.63	-
Financial Services	24.19	-
Consumer Defensive	3.88	-
Healthcare	6.91	-
Consumer Cyclical	16.69	-
Basic Materials	13.16	-
Utilities	3.09	-
Petroleum Products	-	7.12
IT - Software	-	5.81
Construction	-	4.71
Non - Ferrous Metals	-	1.96
Banks	-	21.54
Pharmaceuticals & Biotechnology	-	6.45
Cement & Cement Products	-	2.14
Leisure Services	-	1.97
Automobiles	-	5.68
Capital Markets	-	2.51
Finance	-	7.03
Fertilizers & Agrochemicals	-	1.85
Personal Products	-	1.93
Agricultural Food & other Products	-	2.23
Diversified Metals	-	2.41
Aerospace & Defense	-	3.12
Telecom - Services	-	3.7
Transport Services	-	2.47
Chemicals & Petrochemicals	-	1.57
Power	-	2.96
Textiles & Apparels	-	2.14
Insurance	-	1.94
Beverages	-	2.45
Consumer Durables	-	1.89
Financial Technology (Fintech)	-	0.9