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

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tortoise-icon Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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tortoise-icon 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

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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