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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 | - | - |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 2.28 | 2.41 |
NAV | ₹16.17 | ₹30.39 |
Fund Started | 20 Nov 2020 | 15 Oct 2020 |
Fund Size | ₹863.66 Cr | ₹284.41 Cr |
Exit Load | 0.5% for redemption within 90 Days | Exit load of 1%, if redeemed within 15 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹1000
Expense Ratio
2.28
2.41
NAV
₹16.17
₹30.39
Fund Started
20 Nov 2020
15 Oct 2020
Fund Size
₹863.66 Cr
₹284.41 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 15 days.
Returns
1 Year | 5.15% | -2.17% |
3 Year | 13.45% | 16.01% |
5 Year | - | - |
1 Year
5.15%
-2.17%
3 Year
13.45%
16.01%
5 Year
-
-
Holding Analysis
Equity | 99.01% | 99.51% |
Cash | 0.99% | -1.64% |
Equity
99.01%
99.51%
Cash
0.99%
-1.64%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.61% |
ICICI Bank Ltd. | 6.35% |
Bharti Airtel Ltd. | 5.52% |
Infosys Ltd. | 5.00% |
Larsen & Toubro Ltd. | 4.94% |
Axis Bank Ltd. | 4.33% |
Ultratech Cement Ltd. | 4.07% |
Tech Mahindra Ltd. | 4.02% |
Eternal Ltd. | 3.57% |
Linde India Ltd. | 3.32% |
Name | Assets |
|---|---|
Bajaj Finserv Ltd. | 9.83% |
Reliance Industries Ltd. | 9.53% |
JIO Financial Services Ltd. | 9.10% |
Life Insurance Corporation of India | 7.21% |
Zydus Wellness Ltd. | 7.03% |
Aditya Birla Fashion and Retail Ltd. | 6.92% |
Pfizer Ltd. | 6.43% |
Avenue Supermarts Ltd. | 6.19% |
Aurobindo Pharma Ltd. | 4.67% |
Divi's Laboratories Ltd. | 4.08% |
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