Kotak ESG Exclusionary Strategy Fund vs Tata Ethical Fund compare

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Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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Tata Ethical Fund-Regular Plan - Growth Option

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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	Tata Ethical Fund-Regular Plan - Growth Option
Fund	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹861 Cr	₹3253 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	07 Dec 2020	21 Aug 1996
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	Nifty 500 Shariah TRI
Turn Over	24.49%	11.72%
Expense Ratio	2.27	1.92
Manager	Harsha Upadhyaya	Abhinav Sharma
ISIN Code	INF174KA1FF0	INF277K01956
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	Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	7.68%	6.09%
6 Month	0.14%	-6.91%
1 Year	8.76%	2.57%
3 Year	15.99%	13.32%
5 Year	-	21.23%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	1.05%	-2.98%
1 Year	-5.19%	-15.46%
3 Year	11.28%	7.46%
5 Year	-	11.4%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	13.94%	13.97%
3 Year	12.63%	13.84%
5 Year	-	14.38%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	13.958%	12.5%
Sharp	0.268%	0.34%
Beta	0.953%	0.86%
Alpha	-1.104%	-0.44%

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Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Name	Harsha Upadhyaya	Abhinav Sharma
Total AUM	₹139411 Cr	₹5613 Cr
Funds Managed	11	3
	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Others	3.68	7.38
Large Cap	81.52	40.21
Mid Cap	10.95	37.41
Small Cap	3.85	15

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Others	1.44	7.38
Communication Services	6.69	-
Energy	2.25	-
Technology	15.06	-
Industrials	6.63	-
Financial Services	24.19	-
Consumer Defensive	3.88	-
Healthcare	6.91	-
Consumer Cyclical	16.69	-
Basic Materials	13.16	-
Utilities	3.09	-
Industrial Products	-	5
Consumer Durables	-	6.11
Fertilizers & Agrochemicals	-	2.67
Petroleum Products	-	3.77
Diversified FMCG	-	4
Pharmaceuticals & Biotechnology	-	12.46
IT - Software	-	15.81
Healthcare Services	-	3.17
Cement & Cement Products	-	5.7
Chemicals & Petrochemicals	-	5.38
Auto Components	-	6.36
Personal Products	-	3.45
Gas	-	5.61
IT - Services	-	0.89
Non - Ferrous Metals	-	0.44
Automobiles	-	2
Agricultural Food & other Products	-	2.27
Retailing	-	1.45
Food Products	-	0.8
Electrical Equipment	-	1.72
Oil	-	1.18
Diversified	-	0.62
Ferrous Metals	-	0.57
Textiles & Apparels	-	1.19