Kotak ESG Exclusionary Strategy Fund vs UTI compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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) | ₹893 Cr | ₹3589 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Month | 1.6% | 3.33% |
6 Month | 8.12% | 8.58% |
1 Year | -0.2% | -3.48% |
3 Year | 17.45% | 22.43% |
5 Year | - | 27.42% |
SIP Return Analysis
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | 7.29% | 9.41% |
1 Year | 7.76% | 8.62% |
3 Year | 13.87% | 19.86% |
5 Year | - | 21.7% |
Rolling Lumpsum Returns
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 12.47% | 13.52% |
3 Year | 12.41% | 15.91% |
5 Year | - | 15.62% |
Risk Management
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 13.03% | 16.47% |
Sharp | 0.88% | 1.02% |
Beta | 0.91% | - |
Alpha | 0.91% | - |
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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 |
Funds Managed | 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 | 3.17 | 4.07 |
Large Cap | 81.04 | 72.71 |
Mid Cap | 12.25 | 9.81 |
Small Cap | 3.54 | 13.41 |
Sector Allocation
Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 0.59 | 4.07 |
Communication Services | 7.61 | - |
Energy | 2.58 | - |
Technology | 11.71 | - |
Industrials | 5.65 | 17.18 |
Consumer Defensive | 4.25 | - |
Financial Services | 26.92 | - |
Healthcare | 7.34 | - |
Consumer Cyclical | 16.87 | 78.75 |
Basic Materials | 12.63 | - |
Utilities | 3.85 | - |
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