Kotak ESG Exclusionary Strategy Fund vs Quant ESG Equity Fund Regular compare

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Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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Quant ESG Equity Fund Regular - Growth

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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	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

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Quant ESG Equity Fund Regular - Growth
1 Month	2.87%	4.42%
6 Month	-3.36%	-9.61%
1 Year	4.63%	-1.25%
3 Year	12.07%	14.78%
5 Year	-	-

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Quant ESG Equity Fund Regular - Growth
6 Month	1.92%	0.32%
1 Year	-3.53%	-12.46%
3 Year	12.95%	14.01%
5 Year	-	-

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	-	-

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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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

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

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