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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 | 4.26% | 6.05% |
| 6 Month | -9.92% | -9.41% |
| 1 Year | 7.84% | 13.42% |
| 3 Year | 16.03% | 9% |
| 5 Year | 26.99% | - |
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 | -6.55% | -6.26% |
| 1 Year | -14.5% | -11.85% |
| 3 Year | 15.02% | 10.43% |
| 5 Year | 16.51% | - |
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 |
| Funds Managed | 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 | 19.52 | 3.16 |
| Large Cap | 37.14 | 69.87 |
| Small Cap | 15.82 | 9.2 |
| Mid Cap | 27.53 | 17.77 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Others | 19.52 | 2.11 |
| Energy | 3.04 | - |
| Consumer Cyclical | 23.59 | 20.99 |
| Financial Services | 9.33 | 31 |
| Healthcare | 10.4 | 0.3 |
| Technology | 4.28 | 23.14 |
| Consumer Defensive | 4.22 | 5.42 |
| Industrials | 16.71 | 7.07 |
| Communication Services | 5.19 | 3.5 |
| Basic Materials | 2.78 | 2.25 |
| Real Estate | 0.94 | 2.51 |
| Utilities | - | 1.72 |
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