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

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

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

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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 Risk Very High Risk
Asset Size (Cr) ₹2666 Cr ₹732 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 1.88 2.4
Manager Arjun Khanna Dhaval Joshi
ISIN Code INF174KA1EW8 INF209KB1T46
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 Special Opportunities 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 Special Opportunities Fund-Regular Plan-Growth
1 Month -4.53% -3.1%
6 Month -9.04% -9.06%
1 Year 12.19% 7%
3 Year 16.42% 13.71%
5 Year 20.82% -

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 -5.16% -5.57%
3 Year 18.37% 15.47%
5 Year 19.94% -

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 30.75% 17.62%
3 Year 19.85% 17.72%
5 Year 23.88% -

Risk Management

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation 13.681% 14.687%
Sharp 0.805% 0.532%
Beta - -
Alpha - -

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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 19.42 4.78
Large Cap 36.42 54.41
Small Cap 16.04 22.87
Mid Cap 28.12 17.96

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

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

Others 19.42 2.16
Petroleum Products 2.85 -
Retailing 13.93 -
Banks 3.84 -
Pharmaceuticals & Biotechnology 4.86 -
Commercial Services & Supplies 1.36 -
Automobiles 4.96 -
Personal Products 0.85 -
Electrical Equipment 5.75 -
Industrial Products 5.7 -
Insurance 3.35 1.3
IT - Services 1.14 -
IT - Software 2.37 -
Consumer Durables 2.03 -
Telecom - Services 3.63 -
Chemicals & Petrochemicals 1.24 -
Healthcare Services 5.28 -
Auto Components 9.82 -
Financial Technology (Fintech) 1.98 -
Diversified 0.78 -
Fertilizers & Agrochemicals 0.8 -
Transport Services 3.04 -
Realty 1.02 -
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

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