Kotak Pioneer Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Kotak Pioneer Fund- Regular Plan- Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2725 Cr ₹755 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 1.89 2.4
Manager Arjun Khanna Dhaval Joshi
ISIN Code INF174KA1EW8 INF209KB1T46
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load of 1%, if redeemed within 30 days./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 -5.4% -7.04%
6 Month 7.74% 7.19%
1 Year 33.19% 29.5%
3 Year 14.22% 12.53%
5 Year 23.41% -

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year 25.96% 21.3%
3 Year 26.63% 22.79%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 31.08% 17.29%
3 Year 20.07% 18.03%
5 Year 24.18% -

Risk Management

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation 12.71% 13.56%
Sharp 0.98% 0.85%
Beta 0.81% 1%
Alpha 2.52% -0.29%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 16.71 4.78
Large Cap 41.74 54.41
Mid Cap 25.95 17.96
Small Cap 15.81 22.87

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 16.71 2.16
Petroleum Products 4.43 -
Retailing 11.25 -
Banks 3.87 -
Pharmaceuticals & Biotechnology 4.53 -
Commercial Services & Supplies 1.6 -
Automobiles 5.41 -
Personal Products 0.48 -
Electrical Equipment 4.65 -
Industrial Products 5.08 -
Insurance 3.92 1.3
IT - Services 1.14 -
IT - Software 3.1 -
Consumer Durables 2.32 -
Finance 2.03 -
Telecom - Services 3.51 -
Chemicals & Petrochemicals 1.42 -
Healthcare Services 4 -
Auto Components 12.08 -
Financial Technology (Fintech) 1.48 -
Diversified 0.85 -
Fertilizers & Agrochemicals 0.98 -
Transport Services 3.12 -
Leisure Services 1.1 -
Realty 1.15 -
Materials - 4.89
Automobile - 9.34
Energy - 2.15
Technology - 9.59
Metals & Mining - 3.85
Financial - 24.04
Healthcare - 8.8
Chemicals - 2.77
Services - 7.94
Consumer Discretionary - 3.11
Consumer Staples - 5.34
Construction - 3.99
Capital Goods - 2.67
Communication - 7.22
Textiles - 0.86

Top Comparisons

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns13.57%

VS

Nippon India Asset Allocator FoF - Regular Plan - Growth Option Nippon India Asset Allocator FoF - Regular Plan - Growth Option

3Y Returns16.29%

Compare Now

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.46%

VS

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns6.03%

Compare Now

Nippon India Gold Savings Fund-Growth plan- Growth Option Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns13.91%

VS

Nippon India Gold Savings Fund-Growth plan- Growth Option Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns13.91%

Compare Now

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns6.48%

VS

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns5.67%

Compare Now
Request call back
Add to Cart Successfully