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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) | ₹861 Cr | ₹3334 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 | 2.14% | 2.06% |
| 6 Month | -2.67% | -0.78% |
| 1 Year | 1.25% | -6.37% |
| 3 Year | 17.81% | 24.39% |
| 5 Year | - | 27.76% |
SIP Return Analysis
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 7.07% | 7.78% |
| 1 Year | 4.33% | 1.68% |
| 3 Year | 13.55% | 18.77% |
| 5 Year | - | 21.3% |
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 | 13.958% | 16.395% |
| Sharp | 0.268% | 0.801% |
| Beta | 0.953% | - |
| Alpha | -1.104% | - |
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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 | 3.68 | 4.64 |
| Large Cap | 81.52 | 75.46 |
| Mid Cap | 10.95 | 8.44 |
| Small Cap | 3.85 | 11.46 |
Sector Allocation
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.44 | 4.64 |
| Communication Services | 6.69 | - |
| Energy | 2.25 | - |
| Technology | 15.06 | - |
| Industrials | 6.63 | 15.9 |
| Financial Services | 24.19 | - |
| Consumer Defensive | 3.88 | - |
| Healthcare | 6.91 | - |
| Consumer Cyclical | 16.69 | 79.46 |
| Basic Materials | 13.16 | - |
| Utilities | 3.09 | - |
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