Kotak ESG Exclusionary Strategy Fund vs UTI compare

Link copied to clipboard!

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Invest Now

UTI-Transpotation and Logistics Fund-Growth Option

Invest Now

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)	₹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

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%

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%

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%

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%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	3.17	4.07
Large Cap	81.04	72.71
Mid Cap	12.25	9.81
Small Cap	3.54	13.41

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	-