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) | ₹3342 Cr | ₹1099 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 | -4.64% | -5.55% |
| 6 Month | -3.41% | -2.32% |
| 1 Year | 7.39% | 3.14% |
| 3 Year | 21.23% | 17.88% |
| 5 Year | 16.63% | 13.8% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -5.13% | -4.15% |
| 1 Year | 0.89% | 0.62% |
| 3 Year | 13.45% | 10.79% |
| 5 Year | 15.25% | 12.97% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.02% | 10.54% |
| 3 Year | 20.31% | 13.54% |
| 5 Year | 23.75% | 12.01% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.71% | 13.2% |
| Sharp | 0.98% | 0.88% |
| Beta | 0.81% | 0.95% |
| Alpha | 2.52% | -2.72% |
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 | 25.59 | 5.86 |
| Large Cap | 32.54 | 42.13 |
| Mid Cap | 25.34 | 27.17 |
| Small Cap | 16.53 | 24.84 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.61 | 0.59 |
| Energy | 3.01 | 5.24 |
| Consumer Cyclical | 23.99 | 30.39 |
| Financial Services | 10.54 | - |
| Healthcare | 12.96 | 11.48 |
| Basic Materials | 2.94 | 21.24 |
| Technology | 3.2 | 1.76 |
| Consumer Defensive | 3.94 | 4.26 |
| Industrials | 12.75 | 24.36 |
| Communication Services | 5.09 | - |
| Real Estate | 0.97 | - |
| Utilities | - | 0.69 |
Top Comparisons
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Nippon India Value Fund- Growth Plan
3Y Returns20.29%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.57%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns6.9%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns21.96%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns13.76%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns17.39%