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 | 2.14% | 3.45% |
6 Month | -2.67% | 1.82% |
1 Year | 1.25% | 16.05% |
3 Year | 17.81% | 22.78% |
5 Year | - | 27.11% |
SIP Return Analysis
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 7.07% | 10.36% |
1 Year | 4.33% | 16.37% |
3 Year | 13.55% | 20.51% |
5 Year | - | 20.63% |
Rolling Lumpsum Returns
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 12.47% | 19.51% |
3 Year | 12.41% | 21.93% |
5 Year | - | 21.73% |
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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