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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) | ₹869 Cr | ₹3772 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 | 1.93 |
| 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 | -0.93% | -0.25% |
| 6 Month | 3.84% | 1.08% |
| 1 Year | 3.24% | -4.54% |
| 3 Year | 12.87% | 11.31% |
| 5 Year | 11.84% | 14.36% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.72% | 1.43% |
| 1 Year | 15.51% | 7.39% |
| 3 Year | 12.51% | 7.37% |
| 5 Year | 11.82% | 9.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.55% | 14.74% |
| 3 Year | 12.83% | 16.14% |
| 5 Year | - | 16.09% |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.67% | 12.5% |
| Sharp | 0.55% | 0.41% |
| Beta | 0.87% | 0.86% |
| Alpha | 0.48% | -0.15% |
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 | 8.15 | 6.72 |
| Large Cap | 76.87 | 51.59 |
| Mid Cap | 11.64 | 29.41 |
| Small Cap | 3.34 | 12.27 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 0.91 | 6.26 |
| Communication Services | 8.11 | - |
| Energy | 3.14 | 4 |
| Industrials | 5.88 | 11.93 |
| Technology | 12.73 | 23.79 |
| Financial Services | 28.87 | - |
| Consumer Defensive | 5.05 | 11.74 |
| Healthcare | 5.49 | 12.27 |
| Basic Materials | 9.8 | 11.1 |
| Consumer Cyclical | 16.43 | 15.22 |
| Utilities | 3.6 | 3.69 |
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