Kotak Pioneer Fund vs SBI Equity Minimum Variance Fund compare

Kotak Pioneer Fund- Regular Plan- Growth Option

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Overview

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Fund	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2588 Cr	₹202 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	31 Oct 2019	02 Mar 2019
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI,MSCI ACWI Information Technology TRI	NIFTY 50 TRI
Turn Over	9.69%	37%
Expense Ratio	1.89	0.74
Manager	Arjun Khanna	Pradeep Kesavan
ISIN Code	INF174KA1EW8	INF200KA1A48
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 0.5% if redeemed within 15 days./365

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Month	3.26%	1.68%
6 Month	22.74%	14.11%
1 Year	47.3%	36.55%
3 Year	20.55%	18.47%
5 Year	-	21.6%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
6 Month	-	-
1 Year	20.6%	13.14%
3 Year	44.81%	35.05%
5 Year	80.63%	68.23%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Year	28.44%	20.8%
3 Year	62.49%	50.96%
5 Year	89.6%	70.87%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Standard Deviation	12.71%	11.9%
Sharp	0.98%	1.05%
Beta	0.81%	0.89%
Alpha	2.52%	3.35%

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Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Name	Arjun Khanna	Pradeep Kesavan
Total AUM	₹169639 Cr	₹434274 Cr
Fund Manage	24	43
	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Others	18.98	7.5
Large Cap	42.16	91.39
Mid Cap	25.93	1.11
Small Cap	13.94	-

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Others	18.98	0.21
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	1.8
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	-
Consumer Staples	-	28.94
Healthcare	-	22.43
Technology	-	10.8
Communication	-	2.93
Materials	-	4.63
Automobile	-	6.54
Metals & Mining	-	3.39
Energy	-	5.22
Financial	-	9.1
Services	-	2.17
Construction	-	0.98
Consumer Discretionary	-	0.86