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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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	-1.24%	-0.12%
6 Month	9.06%	10.64%
1 Year	-1.36%	-6.71%
3 Year	14.34%	21.29%
5 Year	-	26.5%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	4.65%	8.68%
1 Year	5.36%	10.45%
3 Year	13.38%	20.55%
5 Year	-	22.05%

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%	-

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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	7.16	4.07
Large Cap	76.62	72.71
Mid Cap	12.57	9.81
Small Cap	3.65	13.41

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	0.91	4.07
Communication Services	8.1	-
Energy	2.67	-
Technology	12.17	-
Industrials	5.6	17.18
Financial Services	25.46	-
Consumer Defensive	4.95	-
Healthcare	7.54	-
Consumer Cyclical	16.57	78.75
Basic Materials	12.1	-
Utilities	3.94	-