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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) | ₹861 Cr | ₹3793 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 | 1.41% | 1.8% |
| 6 Month | 0.36% | 5.73% |
| 1 Year | 5.22% | 17.87% |
| 3 Year | 15.43% | 20.89% |
| 5 Year | - | 28.95% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.33% | 8.2% |
| 1 Year | 4.46% | 14.86% |
| 3 Year | 14.73% | 20.78% |
| 5 Year | - | 21.02% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.94% | 20.46% |
| 3 Year | 12.63% | 22.46% |
| 5 Year | - | 21.59% |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.958% | 13.733% |
| Sharp | 0.268% | 0.606% |
| Beta | 0.953% | - |
| Alpha | -1.104% | - |
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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 | 3.68 | 9.97 |
| Large Cap | 81.52 | 50.92 |
| Mid Cap | 10.95 | 10.3 |
| Small Cap | 3.85 | 28.8 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.44 | 6.38 |
| Communication Services | 6.69 | 15.5 |
| Energy | 2.25 | 5.11 |
| Technology | 15.06 | 7.92 |
| Industrials | 6.63 | 5.77 |
| Financial Services | 24.19 | 37.21 |
| Consumer Defensive | 3.88 | - |
| Healthcare | 6.91 | 7.46 |
| Consumer Cyclical | 16.69 | 12.78 |
| Basic Materials | 13.16 | - |
| Utilities | 3.09 | - |
| Real Estate | - | 1.87 |
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