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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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)	₹850 Cr	₹3968 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	2.57%	0.3%
6 Month	7.48%	21.87%
1 Year	4.37%	15.06%
3 Year	13.83%	23.23%
5 Year	-	27.24%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	0.61%	8.14%
1 Year	8.24%	32.47%
3 Year	10.82%	23.3%
5 Year	-	23.16%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	10.55%	12.93%
3 Year	12.83%	16.46%
5 Year	-	16.16%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	11.89%	15.96%
Sharp	0.65%	1.05%
Beta	0.89%	-
Alpha	1.66%	-

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	7.82	6.15
Large Cap	76.51	73.23
Mid Cap	12.03	8.09
Small Cap	3.64	12.53

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.36	6.15
Communication Services	7.36	-
Energy	3	-
Industrials	5.85	14.63
Technology	12.07	-
Financial Services	27.12	-
Consumer Defensive	5.39	-
Healthcare	5.56	-
Consumer Cyclical	17.74	79.22
Basic Materials	11.14	-
Utilities	3.4	-