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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2666 Cr | ₹629 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 31 Oct 2019 | 24 Dec 2020 |
| 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% | 18% |
| Expense Ratio | 1.88 | 2.41 |
| Manager | Arjun Khanna | Dhaval Gala |
| ISIN Code | INF174KA1EW8 | INF209KB1U43 |
| 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 ESG Integration Strategy 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 ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| 1 Month | -5.37% | -5.17% |
| 6 Month | -13.04% | -13.29% |
| 1 Year | 7.7% | 6.33% |
| 3 Year | 16.31% | 8.76% |
| 5 Year | 23.68% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| 6 Month | -11.34% | -10.61% |
| 1 Year | -17.1% | -13.36% |
| 3 Year | 14.62% | 9.85% |
| 5 Year | 16.91% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| 1 Year | 30.75% | 15.46% |
| 3 Year | 19.85% | 11.92% |
| 5 Year | 23.88% | - |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.681% | 14.714% |
| Sharp | 0.805% | 0.235% |
| Beta | - | 0.98% |
| Alpha | - | -1.517% |
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Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Name | Arjun Khanna | Dhaval Gala |
| Total AUM | ₹169639 Cr | ₹23597 Cr |
| Fund Manage | 24 | 7 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Others | 19.51653 | 3.16115 |
| Large Cap | 37.13553 | 69.86764 |
| Small Cap | 15.8188 | 9.20106 |
| Mid Cap | 27.52917 | 17.77022 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Others | 19.51653 | 2.10739 |
| Energy | 3.03699 | - |
| Consumer Cyclical | 23.59464 | 20.98979 |
| Financial Services | 9.32706 | 30.99703 |
| Healthcare | 10.40244 | 0.29872 |
| Technology | 4.28184 | 23.14121 |
| Consumer Defensive | 4.2205 | 5.41572 |
| Industrials | 16.70654 | 7.07268 |
| Communication Services | 5.19411 | 3.49888 |
| Basic Materials | 2.77831 | 2.24905 |
| Real Estate | 0.94107 | 2.50651 |
| Utilities | - | 1.72309 |
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