ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Chart Comparison
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) | ₹2807 Cr | ₹637 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
1 Month | 2.79% | 1.38% |
6 Month | 1.37% | -0.45% |
1 Year | 6.4% | 7.47% |
3 Year | 24.82% | 18.41% |
5 Year | 25.57% | - |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
6 Month | 8.21% | 5.91% |
1 Year | 9.37% | 5.16% |
3 Year | 22.29% | 16.07% |
5 Year | 20.18% | - |
Rolling Lumpsum Returns
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% | - |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.37% | 14.57% |
Sharp | 0.99% | 0.61% |
Beta | - | 0.96% |
Alpha | - | 0.60% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Others | 19.52 | 3.16 |
Large Cap | 37.14 | 69.87 |
Small Cap | 15.82 | 9.2 |
Mid Cap | 27.53 | 17.77 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Others | 19.52 | 2.11 |
Energy | 3.04 | - |
Consumer Cyclical | 23.59 | 20.99 |
Financial Services | 9.33 | 31 |
Healthcare | 10.4 | 0.3 |
Technology | 4.28 | 23.14 |
Consumer Defensive | 4.22 | 5.42 |
Industrials | 16.71 | 7.07 |
Communication Services | 5.19 | 3.5 |
Basic Materials | 2.78 | 2.25 |
Real Estate | 0.94 | 2.51 |
Utilities | - | 1.72 |
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