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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 | 4.26% | 6.13% |
| 6 Month | -9.92% | -9.38% |
| 1 Year | 7.84% | 8.34% |
| 3 Year | 16.03% | 9.59% |
| 5 Year | 26.99% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 6 Month | -6.55% | -6.99% |
| 1 Year | -14.5% | -15.04% |
| 3 Year | 15.02% | 9.66% |
| 5 Year | 16.51% | - |
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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