- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak ESG Exclusionary Strategy Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | High Risk |
| Asset Size (Cr) | ₹2666 Cr | ₹861 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 31 Oct 2019 | 07 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% | 24.49% |
| Expense Ratio | 1.88 | 2.27 |
| Manager | Arjun Khanna | Harsha Upadhyaya |
| ISIN Code | INF174KA1EW8 | INF174KA1FF0 |
| 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 | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.53% | -0.97% |
| 6 Month | -9.04% | -10.07% |
| 1 Year | 12.19% | 3.46% |
| 3 Year | 16.42% | 9.28% |
| 5 Year | 20.82% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -5.16% | -9.14% |
| 3 Year | 18.37% | 10.37% |
| 5 Year | 19.94% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 30.75% | 13.94% |
| 3 Year | 19.85% | 12.63% |
| 5 Year | 23.88% | - |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.681% | 13.958% |
| Sharp | 0.805% | 0.268% |
| Beta | - | 0.953% |
| Alpha | - | -1.104% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Harsha Upadhyaya |
| Total AUM | ₹169639 Cr | ₹139411 Cr |
| Fund Manage | 24 | 11 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.42 | 1.65 |
| Large Cap | 36.42 | 75.34 |
| Small Cap | 16.04 | 1.93 |
| Mid Cap | 28.12 | 21.08 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.42 | 0.92 |
| 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 | - |
| 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 | - |
| Communication | - | 4.24 |
| Energy | - | 5.09 |
| Technology | - | 11.05 |
| Construction | - | 5.38 |
| Financial | - | 24.78 |
| Consumer Staples | - | 3.83 |
| Metals & Mining | - | 5.11 |
| Healthcare | - | 6.31 |
| Automobile | - | 15.74 |
| Materials | - | 8.19 |
| Chemicals | - | 4.4 |
| Services | - | 4.59 |
| Unclassified | - | 0.37 |
Top Comparisons
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns18.39%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns20.77%
HSBC Infrastructure Fund - Regular Growth
3Y Returns20.92%
Kotak Bluechip Fund - Growth
3Y Returns12%
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns11.96%
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns12.96%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%
