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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 | 2.14% | 0.87% |
| 6 Month | -2.67% | -3.02% |
| 1 Year | 1.25% | 5.46% |
| 3 Year | 17.81% | 24.51% |
| 5 Year | - | 24.42% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 7.07% | 6.45% |
| 1 Year | 4.33% | 4.97% |
| 3 Year | 13.55% | 19.55% |
| 5 Year | - | 19.87% |
Rolling Lumpsum Returns
| 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% |
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% | 1.08% |
| Beta | 0.953% | 0.98% |
| Alpha | -1.104% | 4.19% |
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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 | 1.52 |
| Large Cap | 81.52 | 79.07 |
| Mid Cap | 10.95 | 19.41 |
| 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 | 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 |
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