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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) | ₹850 Cr | ₹3601 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 | 3.22% | 3.8% |
| 6 Month | 14.85% | 10.75% |
| 1 Year | -3.06% | -11.1% |
| 3 Year | 13.3% | 10.53% |
| 5 Year | - | 17.78% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.05% | 3.53% |
| 1 Year | 11.18% | 3.64% |
| 3 Year | 13.07% | 9.24% |
| 5 Year | - | 11.24% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.5% | 13.53% |
| 3 Year | 12.64% | 13.59% |
| 5 Year | - | 14.6% |
Risk Management
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.11% | 12.5% |
| Sharp | 0.54% | 0.41% |
| Beta | 0.88% | 0.85% |
| Alpha | 1.70% | -0.36% |
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 | 8.12 | 6.05 |
| Large Cap | 75.48 | 43.87 |
| Mid Cap | 12.39 | 35.11 |
| Small Cap | 4.01 | 14.97 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 2.15 | 6.05 |
| Communication Services | 7.84 | - |
| Energy | 2.65 | 6.2 |
| Technology | 10.85 | 19.3 |
| Industrials | 4.86 | 12.54 |
| Financial Services | 25.55 | - |
| Consumer Defensive | 5.11 | 11.01 |
| Healthcare | 7.39 | 13.81 |
| Consumer Cyclical | 17.89 | 12.89 |
| Basic Materials | 11.9 | 14.11 |
| Utilities | 3.82 | 4.1 |
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