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
| 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 | High |
| Asset Size (Cr) | ₹2629 Cr | ₹943 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 | 1.94 | 2.23 |
| Manager | Arjun Khanna | Harsha Upadhyaya |
| ISIN Code | INF174KA1EW8 | INF174KA1FF0 |
| Exits Load | Kotak Pioneer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.24% | -5.44% |
| 6 Month | -0.78% | -8.31% |
| 1 Year | 20.98% | 6.1% |
| 3 Year | 15.95% | 8.25% |
| 5 Year | 22.06% | - |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.58% | -4.01% |
| 3 Year | 24.07% | 12.16% |
| 5 Year | 23.27% | - |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 31.08% | 13.83% |
| 3 Year | 20.07% | 12.93% |
| 5 Year | 24.18% | - |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.71% | 12.83% |
| Sharp | 0.98% | 0.61% |
| Beta | 0.81% | 0.87% |
| Alpha | 2.52% | -0.88% |
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| 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 |
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.71 | 1.65 |
| Large Cap | 41.74 | 75.34 |
| Mid Cap | 25.95 | 21.08 |
| Small Cap | 15.81 | 1.93 |
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.71 | 0.92 |
| 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 | - |
| 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 | - |
| 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 |
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