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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) | ₹851 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 | -0.76% | -4.83% |
| 6 Month | 2.12% | -3.01% |
| 1 Year | 11.38% | 1.39% |
| 3 Year | 14.3% | 14.58% |
| 5 Year | 11.98% | 21.59% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.9% | 2.83% |
| 1 Year | 12.26% | 11.98% |
| 3 Year | 11.27% | 10.23% |
| 5 Year | 11.33% | 14.94% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.97% | 18.87% |
| 3 Year | 12.99% | 22.37% |
| 5 Year | 11.91% | 24.38% |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.83% | 17.3% |
| Sharp | 0.66% | 0.56% |
| Beta | 0.91% | 1.16% |
| Alpha | -1.54% | -2.47% |
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 | 8.62 | 47.05 |
| Large Cap | 74.49 | 44.6 |
| Mid Cap | 12.63 | 5.6 |
| Small Cap | 4.25 | 2.74 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 0.93 | 30.25 |
| Communication Services | 8.37 | - |
| Energy | 3.4 | 9.08 |
| Industrials | 6.59 | - |
| Technology | 12.29 | 0 |
| Financial Services | 30.66 | 15.24 |
| Consumer Defensive | 5.44 | 8.84 |
| Healthcare | 4.89 | 5.01 |
| Basic Materials | 9.79 | 0.84 |
| Consumer Cyclical | 16.05 | 12.79 |
| Utilities | 1.59 | 10.1 |
| Real Estate | - | 7.85 |
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