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Kotak ESG Exclusionary Strategy Fund vs UTI compare

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tortoise-icon Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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tortoise-icon 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

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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