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Kotak ESG Exclusionary Strategy Fund vs Quant Quantamental Fund Regular compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹861 Cr | ₹2122 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Dec 2020 | 20 Apr 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY 200 TRI |
| Turn Over | 24.49% | % |
| Expense Ratio | 2.27 | 2 |
| Manager | Harsha Upadhyaya | Sanjeev Sharma |
| ISIN Code | INF174KA1FF0 | INF966L01AH5 |
| 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 Quantamental 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 Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.87% | 1.92% |
| 6 Month | -3.36% | -9.07% |
| 1 Year | 4.63% | -9.46% |
| 3 Year | 12.07% | 20.4% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.92% | -0.5% |
| 1 Year | -3.53% | -15.79% |
| 3 Year | 12.95% | 16.4% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.94% | 27.76% |
| 3 Year | 12.63% | 31.29% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.958% | 17.328% |
| Sharp | 0.268% | 0.966% |
| Beta | 0.953% | - |
| Alpha | -1.104% | - |
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Fund Managers
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 3.68 | 20.63 |
| Large Cap | 81.52 | 67.16 |
| Mid Cap | 10.95 | 4.91 |
| Small Cap | 3.85 | 7.29 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 1.44 | 20.63 |
| Communication Services | 6.69 | 0.9 |
| Energy | 2.25 | 12.94 |
| Technology | 15.06 | - |
| Industrials | 6.63 | 10.49 |
| Financial Services | 24.19 | 25.04 |
| Consumer Defensive | 3.88 | 9.85 |
| Healthcare | 6.91 | 6.32 |
| Consumer Cyclical | 16.69 | 5.52 |
| Basic Materials | 13.16 | 1.38 |
| Utilities | 3.09 | 6.93 |
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