ICICI Prudential ESG Exclusionary Strategy Fund vs Kotak Pioneer Fund compare
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
Kotak Pioneer Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
Fund | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1557 Cr | ₹2629 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Oct 2020 | 31 Oct 2019 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 500 TRI,MSCI ACWI Information Technology TRI |
Turn Over | 36% | 9.69% |
Expense Ratio | 2.14 | 1.94 |
Manager | Mittul Kalawadia | Arjun Khanna |
ISIN Code | INF109KC1N75 | INF174KA1EW8 |
Exits Load | ICICI Prudential ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Pioneer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | -1.24% | -5.31% |
6 Month | -2.27% | -4.27% |
1 Year | 13.26% | 14.38% |
3 Year | 16.76% | 15.78% |
5 Year | - | 21.42% |
SIP Return Analysis
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.68% | 5.97% |
3 Year | 21.3% | 22.36% |
5 Year | - | 21.9% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 18.14% | 30.75% |
3 Year | 16.24% | 19.85% |
5 Year | - | 23.88% |
Risk Management
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 11.11% | 12.71% |
Sharp | 0.87% | 0.98% |
Beta | 0.73% | 0.81% |
Alpha | 2.78% | 2.52% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
Name | Mittul Kalawadia | Arjun Khanna |
Total AUM | ₹45730 Cr | ₹169639 Cr |
Fund Manage | 5 | 24 |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
Others | 9.89 | 19.42 |
Large Cap | 59.82 | 36.42 |
Small Cap | 26.57 | 16.04 |
Mid Cap | 3.72 | 28.12 |
Sector Allocation
Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
Others | 9.17 | 19.42 |
Energy | 2.45 | - |
Technology | 13.62 | - |
Financial | 16.7 | - |
Metals & Mining | 1.07 | - |
Healthcare | 9.54 | - |
Capital Goods | 13.39 | - |
Materials | 1.38 | - |
Insurance | 4.07 | 3.35 |
Services | 2.4 | - |
Consumer Staples | 2.19 | - |
Consumer Discretionary | 3.2 | - |
Communication | 8.01 | - |
Automobile | 9.01 | - |
Chemicals | 2.57 | - |
Textiles | 1.23 | - |
Petroleum Products | - | 2.85 |
Retailing | - | 13.93 |
Banks | - | 3.84 |
Pharmaceuticals & Biotechnology | - | 4.86 |
Commercial Services & Supplies | - | 1.36 |
Automobiles | - | 4.96 |
Personal Products | - | 0.85 |
Electrical Equipment | - | 5.75 |
Industrial Products | - | 5.7 |
IT - Services | - | 1.14 |
IT - Software | - | 2.37 |
Consumer Durables | - | 2.03 |
Telecom - Services | - | 3.63 |
Chemicals & Petrochemicals | - | 1.24 |
Healthcare Services | - | 5.28 |
Auto Components | - | 9.82 |
Financial Technology (Fintech) | - | 1.98 |
Diversified | - | 0.78 |
Fertilizers & Agrochemicals | - | 0.8 |
Transport Services | - | 3.04 |
Realty | - | 1.02 |
Top Comparisons
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns5.98%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns5.98%
HSBC Large Cap Fund - Regular Growth
3Y Returns11.32%
DSP Top 100 Equity Fund - Regular Plan - Growth
3Y Returns15.01%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns6.08%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns5.56%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns11.7%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns11.7%