Kotak ESG Exclusionary Strategy Fund vs Kotak Pioneer Fund compare

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

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tortoise-icon Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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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 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 Very High
Asset Size (Cr) ₹2588 Cr ₹1015 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 31 Oct 2019 05 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 1.89 2.21
Manager Arjun Khanna Harsha Upadhyaya
ISIN Code INF174KA1EW8 INF174KA1FF0
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 for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
1 Month 3.26% 0.46%
6 Month 22.74% 16.93%
1 Year 47.3% 33.88%
3 Year 20.55% 13.13%
5 Year - -

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 20.6% 15.37%
3 Year 44.81% 30.56%
5 Year 80.63% 34.44%

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
1 Year 28.44% 12.81%
3 Year 62.49% 36.29%
5 Year 89.6% 38.77%

Risk Management

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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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 18.98 1.65
Large Cap 42.16 75.34
Mid Cap 25.93 21.08
Small Cap 13.94 1.93

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Others 18.98 0.92
Petroleum Products 4.78 -
Banks 4.78 -
Pharmaceuticals and Biotechnology 4.1 -
Auto Components 13.24 -
Commercial Services and Supplies 1.7 -
Automobiles 5.59 -
Personal Products 0.52 -
Electrical Equipment 3.77 -
Industrial Products 5.73 -
Insurance 3.89 -
IT - Services 1.13 -
Retailing 9.18 -
Finance 2.61 -
Gas 0.64 -
Entertainment 0.2 -
IT - Software 3.2 -
Consumer Durables 2.22 -
Telecom - Services 2.92 -
Chemicals and Petrochemicals 1.41 -
Healthcare Services 1.33 -
Financial Technology (Fintech) 1.41 -
Diversified 1.04 -
Fertilizers and Agrochemicals 0.99 -
Transport Services 3.09 -
Leisure Services 1.19 -
Realty 1.37 -
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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