Kotak Pioneer Fund vs Tata Ethical Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Invest NowTata Ethical Fund-Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2588 Cr | ₹2817 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 31 Oct 2019 | 24 May 1996 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | Nifty 500 Shariah TRI |
Turn Over | 9.69% | 11.72% |
Expense Ratio | 1.89 | 1.95 |
Manager | Arjun Khanna | Abhinav Sharma |
ISIN Code | INF174KA1EW8 | INF277K01956 |
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 0.50% if redeemed within 90 days./365 |
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Month | 3.26% | 4.88% |
6 Month | 22.74% | 25.78% |
1 Year | 47.3% | 34.27% |
3 Year | 20.55% | 15.9% |
5 Year | - | 23.58% |
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 20.6% | 14.81% |
3 Year | 44.81% | 31.9% |
5 Year | 80.63% | 69.56% |
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 28.44% | 22.58% |
3 Year | 62.49% | 52.72% |
5 Year | 89.6% | 75.06% |
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.71% | 12.5% |
Sharp | 0.98% | 0.78% |
Beta | 0.81% | 0.87% |
Alpha | 2.52% | 1.32% |
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Get Free Experts GuidanceScheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Name | Arjun Khanna | Abhinav Sharma |
Total AUM | ₹169639 Cr | ₹5613 Cr |
Fund Manage | 24 | 3 |
Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 18.98 | 7.3 |
Large Cap | 42.16 | 44.12 |
Mid Cap | 25.93 | 34.61 |
Small Cap | 13.94 | 13.97 |
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 18.98 | 6.24 |
Petroleum Products | 4.78 | - |
Banks | 4.78 | - |
Pharmaceuticals and Biotechnology | 4.1 | - |
Auto Components | 13.24 | - |
Commercial Services and Supplies | 1.7 | - |
Automobiles | 5.59 | - |
Personal Products | 0.52 | - |
Electrical Equipment | 3.77 | - |
Industrial Products | 5.73 | - |
Insurance | 3.89 | - |
IT - Services | 1.13 | - |
Retailing | 9.18 | - |
Finance | 2.61 | - |
Gas | 0.64 | - |
Entertainment | 0.2 | - |
IT - Software | 3.2 | - |
Consumer Durables | 2.22 | - |
Telecom - Services | 2.92 | - |
Chemicals and Petrochemicals | 1.41 | - |
Healthcare Services | 1.33 | - |
Financial Technology (Fintech) | 1.41 | - |
Diversified | 1.04 | 2.05 |
Fertilizers and Agrochemicals | 0.99 | - |
Transport Services | 3.09 | - |
Leisure Services | 1.19 | - |
Realty | 1.37 | - |
Capital Goods | - | 14.79 |
Materials | - | 9.23 |
Technology | - | 22.83 |
Consumer Staples | - | 10.41 |
Healthcare | - | 10.15 |
Chemicals | - | 6.1 |
Automobile | - | 3.17 |
Metals & Mining | - | 3.57 |
Communication | - | 1.22 |
Energy | - | 4.5 |
Consumer Discretionary | - | 2.33 |
Services | - | 1.22 |
Textiles | - | 2.19 |
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