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) | ₹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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