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) | ₹2666 Cr | ₹484 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 | -5% | -5.5% |
6 Month | -14.54% | -15.86% |
1 Year | 7.55% | 4.68% |
3 Year | 16.25% | 8.4% |
5 Year | 25.26% | - |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
6 Month | -11.34% | -11.01% |
1 Year | -17.1% | -16.58% |
3 Year | 14.62% | 9.45% |
5 Year | 16.91% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
1 Year | 30.75% | 14.12% |
3 Year | 19.85% | 13.4% |
5 Year | 23.88% | - |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Standard Deviation | 13.681% | 13.477% |
Sharp | 0.805% | 0.302% |
Beta | - | 0.9% |
Alpha | - | -0.514% |
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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 | 19.52 | 2.77 |
Large Cap | 37.14 | 65.31 |
Small Cap | 15.82 | 13.55 |
Mid Cap | 27.53 | 18.36 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Others | 19.52 | 2.77 |
Energy | 3.04 | - |
Consumer Cyclical | 23.59 | 12.44 |
Financial Services | 9.33 | 29.52 |
Healthcare | 10.4 | 11.64 |
Technology | 4.28 | 20.36 |
Consumer Defensive | 4.22 | 1.83 |
Industrials | 16.71 | 12.54 |
Communication Services | 5.19 | 3.13 |
Basic Materials | 2.78 | 2.79 |
Real Estate | 0.94 | - |
Utilities | - | 2.97 |
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