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) | ₹3148 Cr | ₹443 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 18 Mar 2021 |
| Category | Best SIP | 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 | 2.75% | 2.98% |
| 6 Month | 15.67% | 4.32% |
| 1 Year | 10.64% | -1.51% |
| 3 Year | 23.4% | 13.28% |
| 5 Year | 23.61% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 6 Month | 2.5% | -2.02% |
| 1 Year | 17.01% | -0.84% |
| 3 Year | 20.58% | 9.46% |
| 5 Year | 18.7% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 1 Year | 24.09% | 10.15% |
| 3 Year | 19.97% | 13.1% |
| 5 Year | 24.46% | - |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Standard Deviation | 12.99% | 12.60% |
| Sharp | 1.17% | 0.54% |
| Beta | - | 0.90% |
| Alpha | - | 0.22% |
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 | 23.78 | 8.28 |
| Large Cap | 32.61 | 64.75 |
| Mid Cap | 25.4 | 10.93 |
| Small Cap | 18.21 | 16.05 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Others | 20.63 | 1.34 |
| Energy | 2.77 | - |
| Consumer Cyclical | 24.14 | 15.43 |
| Financial Services | 9.64 | 28.97 |
| Healthcare | 14.25 | 12.03 |
| Basic Materials | 3.15 | 2.33 |
| Technology | 2.45 | 15.27 |
| Consumer Defensive | 4.4 | 7.81 |
| Industrials | 13.14 | 7.34 |
| Communication Services | 4.51 | 4.3 |
| Real Estate | 0.93 | 3.29 |
| Utilities | - | 1.9 |
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