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Kotak ESG Exclusionary Strategy Fund vs UTI compare

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

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tortoise-icon UTI-Transpotation and Logistics Fund-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 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) ₹943 Cr ₹3478 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 2.23 1.93
Manager Harsha Upadhyaya Sachin Trivedi
ISIN Code INF174KA1FF0 INF789F01299
Exits Load Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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

Trailing Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
1 Month -3.38% -2.9%
6 Month -8.27% -12.6%
1 Year 4.18% 8.21%
3 Year 8.64% 20.49%
5 Year - 20.95%

SIP Return Analysis

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year -3.77% -4.29%
3 Year 12.36% 22.65%
5 Year - 24.44%

Rolling Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
1 Year 13.94% 13.92%
3 Year 12.63% 15.53%
5 Year - 15.12%

Risk Management

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 12.83% 14.14%
Sharp 0.61% 1.69%
Beta 0.87% 0.94%
Alpha -0.88% -1.54%

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Fund Managers

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
Fund Manage 11 3
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

UTI-Transpotation and Logistics Fund-Growth Option

Others 1.65 4.07
Large Cap 75.34 73.25
Mid Cap 21.08 14.49
Small Cap 1.93 8.18

Sector Allocation

Scheme Name

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

UTI-Transpotation and Logistics Fund-Growth Option

Others 0.92 4.07
Communication 4.24 -
Energy 5.09 -
Technology 11.05 -
Construction 5.38 -
Financial 24.78 -
Consumer Staples 3.83 -
Metals & Mining 5.11 -
Healthcare 6.31 -
Automobile 15.74 -
Materials 8.19 -
Chemicals 4.4 -
Services 4.59 -
Unclassified 0.37 -
Auto Components - 18.94
Transport Services - 8
Agricultural, Commercial & Construction Vehicles - 2.04
Automobiles - 57.44
Industrial Products - 0.91
Transport Infrastructure - 5.68
Retailing - 2.38
Finance - 0.42
Commercial Services & Supplies - 0.11

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