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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) | ₹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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