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) | ₹1549 Cr | ₹2958 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 | 2.17 | 1.88 |
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 0.5% of sell value; if fund sold before 90 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 | 1.17% | 3.03% |
6 Month | 8.16% | 8.88% |
1 Year | 7.9% | 6.04% |
3 Year | 22.92% | 24.4% |
5 Year | - | 25.55% |
SIP Return Analysis
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 6.77% | 10.94% |
1 Year | 9.06% | 14.95% |
3 Year | 20.46% | 22.81% |
5 Year | - | 20.3% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 16.6% | 27.07% |
3 Year | 16.34% | 19.68% |
5 Year | - | 24.13% |
Risk Management
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 12.36% | 13.91% |
Sharp | 1.29% | 1.25% |
Beta | 0.83% | - |
Alpha | 6.23% | - |
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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 |
Funds Managed | 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 | 11.09 | 20.55 |
Large Cap | 67.06 | 35.6 |
Small Cap | 17.8 | 16.89 |
Mid Cap | 4.05 | 26.96 |
Sector Allocation
Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Kotak Pioneer Fund- Regular Plan- Growth Option |
---|---|---|
Others | 12.08 | 19.02 |
Energy | 2.25 | 3.24 |
Technology | 8.58 | 2.53 |
Basic Materials | 3.3 | 2.88 |
Financial Services | 26.59 | 9.49 |
Healthcare | 9.1 | 12.68 |
Consumer Cyclical | 15.58 | 22.49 |
Industrials | 4.75 | 16.53 |
Consumer Defensive | 4.24 | 4.83 |
Communication Services | 10.13 | 5.56 |
Utilities | 3.41 | - |
Real Estate | - | 0.74 |
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