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Aditya Birla Sun Life Special Opportunities 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 Special Opportunities 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 Special Opportunities Fund-Regular Plan-Growth
Fund Kotak Pioneer Fund- Regular Plan- Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3148 Cr ₹825 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹500
Launch Date 31 Oct 2019 23 Oct 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI,MSCI ACWI Information Technology TRI BSE 500
Turn Over 9.69% 72%
Expense Ratio 1.88 2.4
Manager Arjun Khanna Dhaval Joshi
ISIN Code INF174KA1EW8 INF209KB1T46
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 Special Opportunities 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 Special Opportunities Fund-Regular Plan-Growth
1 Month 2.45% 6.01%
6 Month 16.39% 13.78%
1 Year 10.38% 9.67%
3 Year 23.22% 19.5%
5 Year 23.18% 21.13%

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month 3.18% 5.77%
1 Year 19.21% 21.76%
3 Year 21.77% 20.16%
5 Year 19.5% 17.86%

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 24.09% 13.58%
3 Year 19.97% 17.62%
5 Year 24.46% -

Risk Management

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation 12.98% 13.40%
Sharp 1.16% 0.83%
Beta - 0.98%
Alpha - 1.90%

Fund Managers

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Name Arjun Khanna Dhaval Joshi
Total AUM ₹169639 Cr ₹361932 Cr
Funds Managed 24 55
Kotak Pioneer Fund- Regular Plan- Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 23.78 13.32
Large Cap 32.61 51.97
Mid Cap 25.4 12.18
Small Cap 18.21 22.53

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 20.63 2.9
Energy 2.77 1.77
Consumer Cyclical 24.14 19.08
Financial Services 9.64 24.31
Healthcare 14.25 7.41
Basic Materials 3.15 11.61
Technology 2.45 8.29
Consumer Defensive 4.4 5.01
Industrials 13.14 9.61
Communication Services 4.51 7.32
Real Estate 0.93 2.07
Utilities - 0.62

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