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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 | High |
| 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 | 3.29% | 5.13% |
| 6 Month | -13.88% | -13.27% |
| 1 Year | 6.02% | 2.71% |
| 3 Year | 14.68% | 8.41% |
| 5 Year | 29.62% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -6.78% | -3.67% |
| 1 Year | -9.58% | -8.76% |
| 3 Year | 17.73% | 11.45% |
| 5 Year | 18.6% | - |
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% |
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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 |
| Funds Managed | 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 | 19.52 | 3.68 |
| Large Cap | 37.14 | 81.52 |
| Small Cap | 15.82 | 3.85 |
| Mid Cap | 27.53 | 10.95 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.52 | 1.44 |
| Energy | 3.04 | 2.25 |
| Consumer Cyclical | 23.59 | 16.69 |
| Financial Services | 9.33 | 24.19 |
| Healthcare | 10.4 | 6.91 |
| Technology | 4.28 | 15.06 |
| Consumer Defensive | 4.22 | 3.88 |
| Industrials | 16.71 | 6.63 |
| Communication Services | 5.19 | 6.69 |
| Basic Materials | 2.78 | 13.16 |
| Real Estate | 0.94 | - |
| Utilities | - | 3.09 |
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