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Kotak Pioneer Fund vs Aditya Birla Sun Life Special Opportunities 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) | ₹3053 Cr | ₹805 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 | 3.1% | 5.18% |
| 6 Month | 24.78% | 19.87% |
| 1 Year | 5.88% | 1.95% |
| 3 Year | 22.69% | 18.55% |
| 5 Year | 23.03% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 8.69% | 6.94% |
| 1 Year | 22.39% | 17.59% |
| 3 Year | 23.49% | 19.54% |
| 5 Year | 20.34% | - |
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 | 13.39% | 13.58% |
| Sharp | 1.01% | 0.71% |
| Beta | - | 0.98% |
| Alpha | - | 1.86% |
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 | 22.39 | 13.76 |
| Large Cap | 33.74 | 50.13 |
| Mid Cap | 26.18 | 13.42 |
| Small Cap | 17.7 | 22.69 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 18.95 | 1.72 |
| Energy | 2.85 | 1.81 |
| Consumer Cyclical | 24.33 | 19.02 |
| Financial Services | 8.59 | 21.78 |
| Healthcare | 14.92 | 8.35 |
| Basic Materials | 3.65 | 11.55 |
| Technology | 2.57 | 8.82 |
| Consumer Defensive | 4.83 | 5.14 |
| Industrials | 13.44 | 10.9 |
| Communication Services | 4.93 | 8.12 |
| Real Estate | 0.95 | 2.14 |
| Utilities | - | 0.64 |
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