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Kotak ESG Exclusionary Strategy Fund vs Sundaram Services Fund Regular Plan compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹893 Cr | ₹4429 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 07 Dec 2020 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY Service Sector TRI |
| Turn Over | 24.49% | 29% |
| Expense Ratio | 2.27 | 1.94 |
| Manager | Harsha Upadhyaya | Rohit Seksaria |
| ISIN Code | INF174KA1FF0 | INF903JA1EX7 |
| 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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.53% | -4.68% |
| 6 Month | 6.27% | 8.28% |
| 1 Year | -3.4% | 7.56% |
| 3 Year | 13.34% | 18.29% |
| 5 Year | - | 25.1% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.65% | 7.49% |
| 1 Year | 5.36% | 15.84% |
| 3 Year | 13.38% | 20.31% |
| 5 Year | - | 20.29% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.5% | 18.83% |
| 3 Year | 12.64% | 22.01% |
| 5 Year | - | 21.89% |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.03% | 13.00% |
| Sharp | 0.88% | 1.25% |
| Beta | 0.91% | 0.91% |
| Alpha | 0.91% | 6.26% |
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Fund Managers
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Rohit Seksaria |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Funds Managed | 11 | 15 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.16 | 13.02 |
| Large Cap | 76.62 | 51.38 |
| Mid Cap | 12.57 | 7.48 |
| Small Cap | 3.65 | 28.11 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.91 | 6.48 |
| Communication Services | 8.1 | 15.64 |
| Energy | 2.67 | 5.19 |
| Technology | 12.17 | 6.65 |
| Industrials | 5.6 | 6.04 |
| Financial Services | 25.46 | 37.98 |
| Consumer Defensive | 4.95 | - |
| Healthcare | 7.54 | 7.99 |
| Consumer Cyclical | 16.57 | 12.41 |
| Basic Materials | 12.1 | - |
| Utilities | 3.94 | - |
| Real Estate | - | 1.61 |
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