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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) | ₹2807 Cr | ₹777 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 | 4.35% | 4.04% |
| 6 Month | 3.59% | 3.04% |
| 1 Year | 7.21% | 7.47% |
| 3 Year | 25.6% | 22.1% |
| 5 Year | 26.5% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 12% | 10.48% |
| 1 Year | 15.35% | 12.65% |
| 3 Year | 23.92% | 20.71% |
| 5 Year | 21.01% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 27.07% | 15.84% |
| 3 Year | 19.68% | 17.48% |
| 5 Year | 24.13% | - |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.37% | 14.79% |
| Sharp | 0.99% | 0.78% |
| Beta | - | 0.99% |
| Alpha | - | 0.31% |
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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 | 19.52 | 8.65 |
| Large Cap | 37.14 | 49.95 |
| Small Cap | 15.82 | 23.14 |
| Mid Cap | 27.53 | 18.25 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 19.52 | 5.81 |
| Energy | 3.04 | 1.85 |
| Consumer Cyclical | 23.59 | 16.47 |
| Financial Services | 9.33 | 22.13 |
| Healthcare | 10.4 | 8.66 |
| Technology | 4.28 | 12.66 |
| Consumer Defensive | 4.22 | 4.65 |
| Industrials | 16.71 | 4.8 |
| Communication Services | 5.19 | 6.88 |
| Basic Materials | 2.78 | 13.04 |
| Real Estate | 0.94 | 2.18 |
| Utilities | - | 0.84 |
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