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Compare Kotak ESG Exclusionary Strategy Fund vs Quant ESG Equity Fund

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Fund Details

Risk
Very High
Very High
Rating
0.0
-
Min SIP Amount
₹100
₹1000
Expense Ratio
2.23
2.39
NAV
₹17.06
₹34.97
Fund Started
20 Nov 2020
15 Oct 2020
Fund Size
₹1023.30 Cr
₹333.98 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit load of 1%, if redeemed within 15 days.

Risk

Very High
Very High

Rating

0.0
-

Min SIP Amount

₹100
₹1000

Expense Ratio

2.23
2.39

NAV

₹17.06
₹34.97

Fund Started

20 Nov 2020
15 Oct 2020

Fund Size

₹1023.30 Cr
₹333.98 Cr

Exit Load

Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit load of 1%, if redeemed within 15 days.

Returns

1 Year
28.92%
40.74%
3 Year
10.25%
23.37%
5 Year
-
-

1 Year

28.92%
40.74%

3 Year

10.25%
23.37%

5 Year

-
-

Holding Analysis

Equity
99.69%
99.06%
Cash
0.31%
0.94%

Equity

99.69%
99.06%

Cash

0.31%
0.94%

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
6.96%
Infosys Ltd.
6.60%
Larsen & Toubro Ltd.
4.78%
Bharti Airtel Ltd.
4.51%
Ultratech Cement Ltd.
4.50%
Hero Motocorp Ltd.
4.30%
GAIL (India) Ltd.
4.23%
ICICI Bank Ltd.
4.14%
Axis Bank Ltd.
4.01%
Zomato Ltd.
4.01%
Name
Assets
HDFC Life Insurance Co Ltd.
9.35%
Reliance Industries Ltd.
9.32%
JIO Financial Services Ltd.
8.64%
Aditya Birla Fashion and Retail Ltd.
7.83%
Britannia Industries Ltd.
7.69%
Pfizer Ltd.
7.63%
Life Insurance Corporation of India
7.54%
Zydus Wellness Ltd.
6.98%
Nestle India Ltd.
6.36%
Marico Ltd.
5.00%

Top 10 Holdings

Name
Assets
HDFC Bank Ltd.
6.96%
Infosys Ltd.
6.60%
Larsen & Toubro Ltd.
4.78%
Bharti Airtel Ltd.
4.51%
Ultratech Cement Ltd.
4.50%
Hero Motocorp Ltd.
4.30%
GAIL (India) Ltd.
4.23%
ICICI Bank Ltd.
4.14%
Axis Bank Ltd.
4.01%
Zomato Ltd.
4.01%
Name
Assets
HDFC Life Insurance Co Ltd.
9.35%
Reliance Industries Ltd.
9.32%
JIO Financial Services Ltd.
8.64%
Aditya Birla Fashion and Retail Ltd.
7.83%
Britannia Industries Ltd.
7.69%
Pfizer Ltd.
7.63%
Life Insurance Corporation of India
7.54%
Zydus Wellness Ltd.
6.98%
Nestle India Ltd.
6.36%
Marico Ltd.
5.00%

Fund Manager

Name
Arjun Khanna
Ankit A Pande
Start Date
25 Oct 2023
22 Aug 2023

Name

Arjun Khanna
Ankit A Pande

Start Date

25 Oct 2023
22 Aug 2023

About Fund

Description
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
Launch Date
20 Nov 2020
15 Oct 2020

Description

The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.

Launch Date

20 Nov 2020
15 Oct 2020