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

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tortoise-icon Kotak Pioneer Fund- Regular Plan- Growth Option

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tortoise-icon 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) ₹2725 Cr ₹680 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 1.89 2.42
Manager Arjun Khanna Dhaval Gala
ISIN Code INF174KA1EW8 INF209KB1U43
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load of 1%, if redeemed within 30 days./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 3.85% 3.76%
6 Month 14.24% 18.7%
1 Year 36.99% 31.93%
3 Year 17.25% 10.77%
5 Year 24.54% -

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 - -
1 Year 19.72% 19.86%
3 Year 25.49% 18.48%
5 Year 24.67% -

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 31.08% 12.48%
3 Year 20.07% 12.36%
5 Year 24.18% -

Risk Management

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Standard Deviation 12.71% 14.18%
Sharp 0.98% 0.54%
Beta 0.81% 0.97%
Alpha 2.52% -1.91%

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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
Fund Manage 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 16.71 1.42
Large Cap 41.74 65.37
Mid Cap 25.95 18.62
Small Cap 15.81 14.59

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

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

Others 16.71 1.42
Petroleum Products 4.43 -
Retailing 11.25 -
Banks 3.87 -
Pharmaceuticals & Biotechnology 4.53 -
Commercial Services & Supplies 1.6 -
Automobiles 5.41 -
Personal Products 0.48 -
Electrical Equipment 4.65 -
Industrial Products 5.08 -
Insurance 3.92 1
IT - Services 1.14 -
IT - Software 3.1 -
Consumer Durables 2.32 -
Finance 2.03 -
Telecom - Services 3.51 -
Chemicals & Petrochemicals 1.42 -
Healthcare Services 4 -
Auto Components 12.08 -
Financial Technology (Fintech) 1.48 -
Diversified 0.85 -
Fertilizers & Agrochemicals 0.98 -
Transport Services 3.12 -
Leisure Services 1.1 -
Realty 1.15 -
Technology - 21.22
Consumer Staples - 1.87
Financial - 28.12
Healthcare - 1.07
Automobile - 12.3
Construction - 2.71
Capital Goods - 7.21
Services - 6.56
Materials - 3.65
Consumer Discretionary - 8.83
Communication - 2.79
Textiles - 1.25

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