Kotak ESG Exclusionary Strategy Fund vs Quant ESG Equity Fund Regular compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹861 Cr | ₹288 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 07 Dec 2020 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 100 ESG TRI |
Turn Over | 24.49% | % |
Expense Ratio | 2.27 | 2.42 |
Manager | Harsha Upadhyaya | Sanjeev Sharma |
ISIN Code | INF174KA1FF0 | INF966L01AB8 |
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 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Month | 6.79% | 6.99% |
6 Month | 0.98% | -4.29% |
1 Year | 7.33% | 2.79% |
3 Year | 15.87% | 20.36% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | 1.05% | -2.08% |
1 Year | -5.19% | -17.26% |
3 Year | 11.28% | 10.81% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 13.94% | 24.8% |
3 Year | 12.63% | 29.82% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.958% | 18.756% |
Sharp | 0.268% | 0.643% |
Beta | 0.953% | 1.112% |
Alpha | -1.104% | 6.426% |
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Fund Managers
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Name | Harsha Upadhyaya | Sanjeev Sharma |
Total AUM | ₹139411 Cr | ₹39731 Cr |
Funds Managed | 11 | 22 |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 3.68 | 13.27 |
Large Cap | 81.52 | 45.01 |
Mid Cap | 10.95 | 21.29 |
Small Cap | 3.85 | 20.43 |
Sector Allocation
Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 1.44 | 13.27 |
Communication Services | 6.69 | - |
Energy | 2.25 | 9.56 |
Technology | 15.06 | 3.22 |
Industrials | 6.63 | - |
Financial Services | 24.19 | 32.57 |
Consumer Defensive | 3.88 | 8.79 |
Healthcare | 6.91 | 19.88 |
Consumer Cyclical | 16.69 | 6.97 |
Basic Materials | 13.16 | - |
Utilities | 3.09 | 5.74 |
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