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Kotak Pioneer Fund vs Quant ESG Equity Fund Regular compare

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

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tortoise-icon Quant ESG Equity Fund Regular - 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 Quant ESG Equity Fund Regular - Growth
Fund Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹2666 Cr ₹288 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 31 Oct 2019 05 Nov 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% %
Expense Ratio 1.88 2.42
Manager Arjun Khanna Sanjeev Sharma
ISIN Code INF174KA1EW8 INF966L01AB8
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 Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
1 Month -4.53% -6.53%
6 Month -9.04% -20.47%
1 Year 12.19% -4.77%
3 Year 16.42% 17.03%
5 Year 20.82% -

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year -5.16% -19.33%
3 Year 18.37% 12.48%
5 Year 19.94% -

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
1 Year 30.75% 24.8%
3 Year 19.85% 29.82%
5 Year 23.88% -

Risk Management

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
Standard Deviation 13.681% 18.756%
Sharp 0.805% 0.643%
Beta - 1.112%
Alpha - 6.426%

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Fund Managers

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
Name Arjun Khanna Sanjeev Sharma
Total AUM ₹169639 Cr ₹39731 Cr
Fund Manage 24 22
Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Quant ESG Equity Fund Regular - Growth

Others 19.42 9.98
Large Cap 36.42 55.99
Small Cap 16.04 28.14
Mid Cap 28.12 5.88

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Quant ESG Equity Fund Regular - Growth

Others 19.42 9.98
Petroleum Products 2.85 9.32
Retailing 13.93 7.83
Banks 3.84 -
Pharmaceuticals & Biotechnology 4.86 11.59
Commercial Services & Supplies 1.36 0.99
Automobiles 4.96 -
Personal Products 0.85 -
Electrical Equipment 5.75 -
Industrial Products 5.7 -
Insurance 3.35 16.89
IT - Services 1.14 -
IT - Software 2.37 0.88
Consumer Durables 2.03 -
Telecom - Services 3.63 4.71
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 -
Agricultural Food & other Products - 5
Food Products - 21.03
Finance - 11.77

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