- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2666 Cr | ₹629 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 | 3.75% | 2.5% |
| 6 Month | -1.55% | -4.8% |
| 1 Year | 7.23% | 8.42% |
| 3 Year | 23.65% | 18.21% |
| 5 Year | 26.82% | - |
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 | 9.04% | 6.66% |
| 1 Year | 9.12% | 5.04% |
| 3 Year | 21.95% | 15.74% |
| 5 Year | 19.95% | - |
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 | 13.681% | 14.714% |
| Sharp | 0.805% | 0.235% |
| Beta | - | 0.98% |
| Alpha | - | -1.517% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns21.23%
Quant Quantamental Fund Regular - Growth
3Y Returns27.51%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.56%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.77%
Franklin Build India Fund Growth Plan
3Y Returns32.74%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns29.61%
HSBC Liquid Fund - Regular Growth
3Y Returns6.94%
360 ONE Liquid Fund Regular-Growth
3Y Returns6.79%
