- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak ESG Exclusionary Strategy Fund vs Quant ESG Equity Fund Regular compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹850 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 Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.7% | 5.46% |
| 6 Month | 16.04% | 14.69% |
| 1 Year | -2.23% | -11.59% |
| 3 Year | 14.59% | 14.03% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.05% | 1.98% |
| 1 Year | 11.18% | 3.4% |
| 3 Year | 13.07% | 11.87% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.5% | 21.51% |
| 3 Year | 12.64% | 27.16% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.11% | 18.756% |
| Sharp | 0.54% | 0.643% |
| Beta | 0.88% | 1.112% |
| Alpha | 1.70% | 6.426% |
Fund Managers
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Integration Strategy 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 Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.75 | 13.85 |
| Large Cap | 77.16 | 60.46 |
| Mid Cap | 12.13 | 6.06 |
| Small Cap | 3.96 | 19.63 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 0.85 | 10.14 |
| Communication Services | 7.68 | - |
| Energy | 2.71 | 0.42 |
| Industrials | 5.9 | - |
| Technology | 11.96 | 10.36 |
| Financial Services | 24.98 | 28.7 |
| Consumer Defensive | 5.92 | 8.59 |
| Healthcare | 5.84 | 6.06 |
| Consumer Cyclical | 18.71 | 13.47 |
| Basic Materials | 11.68 | - |
| Utilities | 3.76 | 12.88 |
| Real Estate | - | 9.38 |
Top Comparisons
Kotak Midcap Fund - Growth
3Y Returns21.66%
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
3Y Returns0%
Kotak Arbitrage Fund - Growth
3Y Returns7.17%
Parag Parikh Arbitrage Fund Regular - Growth
3Y Returns0%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns11.82%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns16.25%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.42%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.39%
