INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3315 Cr | ₹451 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 18 Mar 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | NIFTY 100 ESG TRI |
| Turn Over | 9.69% | 37% |
| Expense Ratio | 1.88 | 2.43 |
| Manager | Arjun Khanna | Amit Nigam |
| ISIN Code | INF174KA1EW8 | INF205KA1304 |
| 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 | Invesco India ESG Integration Strategy 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 | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 1 Month | -1.16% | -2.2% |
| 6 Month | 2.62% | -4.68% |
| 1 Year | 5.78% | -3.46% |
| 3 Year | 23.49% | 13.19% |
| 5 Year | 18.76% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 6 Month | 0.31% | -0.05% |
| 1 Year | 14.35% | 3.21% |
| 3 Year | 18.19% | 9.39% |
| 5 Year | 17.73% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 1 Year | 21.67% | 10.15% |
| 3 Year | 20.21% | 13.1% |
| 5 Year | 23.92% | - |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Standard Deviation | 13.04% | 12.60% |
| Sharp | 1.12% | 0.52% |
| Beta | - | 0.91% |
| Alpha | - | 0.28% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Name | Arjun Khanna | Amit Nigam |
| Total AUM | ₹169639 Cr | ₹14602 Cr |
| Funds Managed | 24 | 13 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Others | 26.39 | 9.71 |
| Large Cap | 31.62 | 64.79 |
| Mid Cap | 25.06 | 10.04 |
| Small Cap | 16.92 | 15.45 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Others | 20.4 | 0.71 |
| Energy | 3.03 | 1.22 |
| Consumer Cyclical | 22.39 | 13.97 |
| Financial Services | 10.56 | 29.21 |
| Healthcare | 14.67 | 12.73 |
| Basic Materials | 3.07 | 1.9 |
| Technology | 3.16 | 16.25 |
| Consumer Defensive | 3.93 | 8.03 |
| Industrials | 12.72 | 6.63 |
| Communication Services | 5.03 | 4.72 |
| Real Estate | 1.04 | 4.03 |
| Utilities | - | 0.6 |
Top Comparisons
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.81%
Nippon India Conservative Hybrid Fund - Regular - Growth
3Y Returns9.15%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns16.75%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns17.4%
Tata Focused Fund-Regular Plan-Growth
3Y Returns14.32%
UTI Focused Fund- Regular Plan - Growth Option
3Y Returns15.41%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.31%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.2%