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Kotak ESG Exclusionary Strategy Fund vs Tata Ethical Fund compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.87% | 1.53% |
| 6 Month | -3.36% | -8.95% |
| 1 Year | 4.63% | 0.44% |
| 3 Year | 12.07% | 10.34% |
| 5 Year | - | 19.83% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.92% | -2.05% |
| 1 Year | -3.53% | -13.09% |
| 3 Year | 12.95% | 9.2% |
| 5 Year | - | 12.68% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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% | 0.15% |
| Beta | 0.953% | 0.87% |
| Alpha | -1.104% | -0.77% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 3.68 | 9.42 |
| Large Cap | 81.52 | 39.68 |
| Mid Cap | 10.95 | 35.67 |
| Small Cap | 3.85 | 15.23 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.44 | 9.42 |
| Communication Services | 6.69 | - |
| Energy | 2.25 | 5.98 |
| Technology | 15.06 | 16.25 |
| Industrials | 6.63 | 12.67 |
| Financial Services | 24.19 | - |
| Consumer Defensive | 3.88 | 11.69 |
| Healthcare | 6.91 | 15.21 |
| Consumer Cyclical | 16.69 | 12.35 |
| Basic Materials | 13.16 | 12.39 |
| Utilities | 3.09 | 4.03 |
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