Kotak Pioneer Fund vs Quant ESG Equity Fund Regular compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
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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