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

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tortoise-icon Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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tortoise-icon 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) ₹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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