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Kotak ESG Exclusionary Strategy Fund vs Tata Ethical Fund compare

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

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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% 0.34%
Beta 0.953% 0.86%
Alpha -1.104% -0.44%

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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 7.38
Large Cap 81.52 40.21
Mid Cap 10.95 37.41
Small Cap 3.85 15

Sector Allocation

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

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