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)	₹869 Cr	₹4067 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	Other Themes
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	-0.65%	-1%
6 Month	3.9%	14.09%
1 Year	3.78%	15.63%
3 Year	12.8%	24.43%
5 Year	11.85%	22.84%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	2.72%	4.76%
1 Year	15.51%	31.48%
3 Year	12.51%	22.16%
5 Year	11.82%	22.37%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	9.14%	13.03%
3 Year	12.93%	17.17%
5 Year	11.94%	16.47%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	11.67%	15.88%
Sharp	0.55%	1.04%
Beta	0.87%	-
Alpha	0.48%	-

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	8.15	7.81
Large Cap	76.87	72.34
Mid Cap	11.64	8.19
Small Cap	3.34	11.66

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	0.91	6
Communication Services	8.11	-
Energy	3.14	-
Industrials	5.88	13.97
Technology	12.73	-
Financial Services	28.87	-
Consumer Defensive	5.05	-
Healthcare	5.49	-
Basic Materials	9.8	-
Consumer Cyclical	16.43	80.03
Utilities	3.6	-