Aditya Birla Sun Life Special Opportunities Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
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) | ₹3023 Cr | ₹800 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 | 1.44% | -1.34% |
6 Month | 15.62% | 11.05% |
1 Year | 8.61% | 4.56% |
3 Year | 20.89% | 16.68% |
5 Year | 23.71% | - |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | 9.34% | 4.64% |
1 Year | 16.44% | 7.31% |
3 Year | 22.64% | 17.26% |
5 Year | 20% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 25.1% | 14.41% |
3 Year | 19.85% | 17.71% |
5 Year | 25.17% | - |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.42% | 13.60% |
Sharp | 1.11% | 0.81% |
Beta | - | 0.98% |
Alpha | - | 1.19% |
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 | 21.42 | 11.26 |
Large Cap | 34.75 | 50.46 |
Mid Cap | 26.11 | 14.72 |
Small Cap | 17.72 | 23.56 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 18.07 | 2.49 |
Energy | 2.94 | 1.86 |
Consumer Cyclical | 23 | 18.26 |
Financial Services | 9.05 | 22.22 |
Healthcare | 14.77 | 8.84 |
Basic Materials | 3.67 | 12.02 |
Technology | 2.65 | 8.98 |
Consumer Defensive | 4.67 | 5.35 |
Industrials | 15 | 9.47 |
Communication Services | 5.17 | 7.41 |
Real Estate | 1.02 | 2.4 |
Utilities | - | 0.69 |
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