Kotak Pioneer Fund vs Quant ESG Equity Fund Regular compare

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	Very High
Asset Size (Cr)	₹2588 Cr	₹278 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	1.89	2.39
Manager	Arjun Khanna	Sanjeev Sharma
ISIN Code	INF174KA1EW8	INF966L01AB8
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 of 1%, if redeemed within 15 days./365

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Equity Fund Regular - Growth
1 Month	3.26%	1.32%
6 Month	22.74%	20.8%
1 Year	47.3%	54.41%
3 Year	20.55%	30.36%
5 Year	-	-

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Equity Fund Regular - Growth
6 Month	-	-
1 Year	20.6%	21.9%
3 Year	44.81%	53.64%
5 Year	80.63%	74.14%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Equity Fund Regular - Growth
1 Year	28.44%	28.13%
3 Year	62.49%	69.46%
5 Year	89.6%	75.54%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Equity Fund Regular - Growth
Standard Deviation	12.71%	17.3%
Sharp	0.98%	1.25%
Beta	0.81%	0.94%
Alpha	2.52%	12.45%

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

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Equity Fund Regular - Growth
Others	18.98	13.46
Large Cap	42.16	54.11
Mid Cap	25.93	10.01
Small Cap	13.94	22.4

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Equity Fund Regular - Growth
Others	18.98	-2.96
Petroleum Products	4.78	-
Automobiles	5.59	-
Retailing	9.18	-
IT - Software	3.2	-
Auto Components	13.24	-
Transport Services	3.09	-
Telecom - Services	2.92	-
Banks	4.78	-
Pharmaceuticals and Biotechnology	4.1	-
Finance	2.61	-
Electrical Equipment	3.77	-
Consumer Durables	2.22	-
Industrial Products	5.73	-
Insurance	3.89	4.95
Financial Technology (Fintech)	1.41	-
Chemicals and Petrochemicals	1.41	-
Realty	1.37	-
Commercial Services and Supplies	1.7	-
Leisure Services	1.19	-
IT - Services	1.13	-
Diversified	1.04	-
Fertilizers and Agrochemicals	0.99	-
Healthcare Services	1.33	-
Gas	0.64	-
Personal Products	0.52	-
Entertainment	0.2	-
Energy	-	24.53
Financial	-	18.3
Consumer Staples	-	13.5
Services	-	17.06
Healthcare	-	16.19
Technology	-	7.98
Materials	-	0.43