Kotak ESG Exclusionary Strategy Fund vs Sundaram Services Fund Regular Plan compare

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Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹869 Cr	₹4769 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

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Month	0.52%	-0.02%
6 Month	4.72%	3.71%
1 Year	3.18%	6.76%
3 Year	12.83%	17.56%
5 Year	12.06%	21.13%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
6 Month	2.72%	2.25%
1 Year	15.51%	16.99%
3 Year	12.51%	17.38%
5 Year	11.82%	17.33%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Year	10.55%	17.5%
3 Year	12.83%	21.68%
5 Year	-	22.15%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	11.67%	12.45%
Sharp	0.55%	0.83%
Beta	0.87%	0.97%
Alpha	0.48%	5.72%

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

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
Others	8.53	14.11
Large Cap	76.26	51.8
Mid Cap	11.66	7.19
Small Cap	3.55	26.9

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
Others	1.53	5.65
Communication Services	7.89	16
Energy	3.15	4.87
Industrials	5.7	6.43
Technology	12.24	7.44
Financial Services	28.15	37.57
Consumer Defensive	5.08	-
Healthcare	5.53	7.95
Consumer Cyclical	16.85	12.45
Basic Materials	10.13	-
Utilities	3.75	-
Real Estate	-	1.65