All comparisons
Head-to-head
Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth OptionvsUTI - Healthcare Fund - Direct Plan - Growth
Side-by-side comparison of Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option and UTI - Healthcare Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sector
Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option
3Y ago₹1.32 L
5Y ago₹1.45 L
sector
UTI - Healthcare Fund - Direct Plan - Growth
3Y ago₹1.96 L
5Y ago₹2.12 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Kotak ESG Exclusionary Strategy… | UTI - Healthcare Fund - Direct … |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | UTI Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic | Equity Scheme - Sectoral/ Thematic |
| Latest NAV | ₹18.285 | ₹390.5497 |
| Assets managed (AUM) | — | — |
| 1Y return | -0.72% | 19.89% |
| 3Y CAGR | 9.65% | 25.25% |
| 5Y CAGR | 7.75% | 16.22% |
| Since inception CAGR | 11.12% | 16.63% |
| Bumpiness · 3Y (annualised σ) | 13.74 | 13.41 |
| Worst drop ever | -21.86% | -27.10% |
| Sharpe · 3Y (rf=6%) | 0.25 | 1.27 |
Explore each fund individually
Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option →UTI - Healthcare Fund - Direct Plan - Growth →
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