Kotak ESG Exclusionary Strategy Fund vs UTI compare

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Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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UTI-Transpotation and Logistics Fund-Growth Option

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Fund	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹850 Cr	₹3741 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	07 Dec 2020	30 Jul 2005
Category	Other Themes	Thematic Transportation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	Nifty Transportation & Logistics TRI
Turn Over	24.49%	14%
Expense Ratio	2.27	1.96
Manager	Harsha Upadhyaya	Sachin Trivedi
ISIN Code	INF174KA1FF0	INF789F01299
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	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	3.22%	10.25%
6 Month	14.85%	30.26%
1 Year	-3.06%	4.35%
3 Year	13.3%	22.55%
5 Year	-	26.82%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	4.05%	15.61%
1 Year	11.18%	37.02%
3 Year	13.07%	25.8%
5 Year	-	24.54%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	11.5%	13.18%
3 Year	12.64%	16.2%
5 Year	-	15.92%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.11%	16.10%
Sharp	0.54%	0.86%
Beta	0.88%	-
Alpha	1.70%	-

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Name	Harsha Upadhyaya	Sachin Trivedi
Total AUM	₹139411 Cr	₹7301 Cr
Funds Managed	11	3
	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	8.12	4.23
Large Cap	75.48	74.01
Mid Cap	12.39	8.78
Small Cap	4.01	12.99

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	2.15	4.23
Communication Services	7.84	-
Energy	2.65	-
Technology	10.85	-
Industrials	4.86	16.81
Financial Services	25.55	-
Consumer Defensive	5.11	-
Healthcare	7.39	-
Consumer Cyclical	17.89	78.96
Basic Materials	11.9	-
Utilities	3.82	-