ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Kotak Pioneer Fund compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Fund	Kotak Pioneer Fund- Regular Plan- Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2958 Cr	₹653 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹500
Launch Date	31 Oct 2019	24 Dec 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI,MSCI ACWI Information Technology TRI	NIFTY 100 ESG TRI
Turn Over	9.69%	18%
Expense Ratio	1.88	2.41
Manager	Arjun Khanna	Dhaval Gala
ISIN Code	INF174KA1EW8	INF209KB1U43
Exits Load	Kotak Pioneer Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Month	0.59%	-2.54%
6 Month	11.73%	5.19%
1 Year	7.29%	0.69%
3 Year	22.4%	13.76%
5 Year	24.87%	-

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
6 Month	11.47%	4.22%
1 Year	18.17%	3.66%
3 Year	24.28%	14.97%
5 Year	21.11%	-

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Year	27.07%	13.55%
3 Year	19.68%	11.66%
5 Year	24.13%	-

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Standard Deviation	13.91%	13.98%
Sharp	1.25%	0.85%
Beta	-	0.95%
Alpha	-	0.88%

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Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Name	Arjun Khanna	Dhaval Gala
Total AUM	₹169639 Cr	₹23597 Cr
Funds Managed	24	7
	Kotak Pioneer Fund- Regular Plan- Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Others	20.01	7.95
Large Cap	35.59	63.97
Mid Cap	26.62	18.4
Small Cap	17.78	9.69

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Others	18.5	2
Energy	3.25	-
Consumer Cyclical	23.52	20.01
Financial Services	9.31	38.25
Healthcare	12.05	4.04
Basic Materials	4.2	4.86
Technology	2.45	13.41
Consumer Defensive	4.66	6.51
Industrials	15.46	5.47
Communication Services	5.6	4.17
Real Estate	1.01	1.3