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 | 5.91% | 7.12% |
6 Month | 2.94% | 0.24% |
1 Year | 7.57% | -4.3% |
3 Year | 16.57% | 26.72% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | 6.33% | 5.58% |
1 Year | 4.46% | -3.87% |
3 Year | 14.73% | 19.19% |
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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