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) | ₹3315 Cr | ₹896 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 | 0.45% | -0.11% |
| 6 Month | 4.29% | 8.41% |
| 1 Year | 6.14% | 12.9% |
| 3 Year | 24.12% | 20.31% |
| 5 Year | 18.86% | 18.02% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.31% | 6.07% |
| 1 Year | 14.35% | 24.62% |
| 3 Year | 18.19% | 19.87% |
| 5 Year | 17.73% | 17.74% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 21.67% | 12.59% |
| 3 Year | 20.21% | 17.91% |
| 5 Year | 23.92% | 19.78% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.04% | 13.48% |
| Sharp | 1.12% | 0.86% |
| Beta | - | 1.00% |
| Alpha | - | 3.02% |
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 | 26.39 | 19.66 |
| Large Cap | 31.62 | 50.48 |
| Mid Cap | 25.06 | 7.75 |
| Small Cap | 16.92 | 22.11 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 20.4 | 4.26 |
| Energy | 3.03 | 1.88 |
| Consumer Cyclical | 22.39 | 16.43 |
| Financial Services | 10.56 | 26.83 |
| Healthcare | 14.67 | 5.49 |
| Basic Materials | 3.07 | 9.26 |
| Technology | 3.16 | 10.79 |
| Consumer Defensive | 3.93 | 6.37 |
| Industrials | 12.72 | 9.2 |
| Communication Services | 5.03 | 7.58 |
| Real Estate | 1.04 | 1.91 |
| Utilities | - | 0 |
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