Aditya Birla Sun Life Manufacturing Equity Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3285 Cr | ₹1115 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 03 Feb 2015 |
| Category | Other Themes | Manufacturing |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | BSE India Manufacturing TRI |
| Turn Over | 9.69% | 19% |
| Expense Ratio | 1.88 | 2.25 |
| Manager | Arjun Khanna | Harish Krishnan |
| ISIN Code | INF174KA1EW8 | INF209KA1YH6 |
| 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 Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.37% | -0.42% |
| 6 Month | 7.64% | 7.19% |
| 1 Year | 8.57% | 3.57% |
| 3 Year | 22.05% | 19.22% |
| 5 Year | 20.7% | 17.7% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.02% | 2.52% |
| 1 Year | 15.72% | 13.76% |
| 3 Year | 20.01% | 16.85% |
| 5 Year | 18.6% | 16.08% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.27% | 11.23% |
| 3 Year | 20.15% | 13.42% |
| 5 Year | 24.02% | 11.86% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.97% | 13.2% |
| Sharp | 1.16% | 0.85% |
| Beta | - | 0.94% |
| Alpha | - | -1.99% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Harish Krishnan |
| Total AUM | ₹169639 Cr | ₹26655 Cr |
| Funds Managed | 24 | 4 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.67 | 6.4 |
| Large Cap | 31.61 | 40.7 |
| Mid Cap | 25.54 | 26.42 |
| Small Cap | 17.18 | 26.48 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.37 | 1.16 |
| Energy | 2.9 | 5.24 |
| Consumer Cyclical | 22.94 | 30.19 |
| Financial Services | 10.7 | - |
| Healthcare | 15 | 10.21 |
| Basic Materials | 3.15 | 21.6 |
| Technology | 2.24 | 1.3 |
| Consumer Defensive | 3.98 | 4.57 |
| Industrials | 12.44 | 24.99 |
| Communication Services | 5.31 | - |
| Real Estate | 0.97 | - |
| Utilities | - | 0.75 |
Top Comparisons
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.32%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns17.2%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns20.2%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.21%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns13.17%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.24%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.41%