Kotak Pioneer Fund vs Tata Ethical Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹2629 Cr ₹3202 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 31 Oct 2019 21 Aug 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 1.94 1.92
Manager Arjun Khanna Abhinav Sharma
ISIN Code INF174KA1EW8 INF277K01956
Exits Load Kotak Pioneer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Tata Ethical Fund-Regular Plan - Growth Option
1 Month 3.44% 0.06%
6 Month 5.42% -0.68%
1 Year 30.59% 15.6%
3 Year 17.96% 12.02%
5 Year 24.27% 19.71%

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Tata Ethical Fund-Regular Plan - Growth Option
6 Month - -
1 Year 22.95% 6.49%
3 Year 27.39% 16.25%
5 Year 25.5% 18.75%

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Tata Ethical Fund-Regular Plan - Growth Option
1 Year 31.08% 13.9%
3 Year 20.07% 14.05%
5 Year 24.18% 14.3%

Risk Management

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% 0.54%
Beta 0.81% 0.88%
Alpha 2.52% 0.3%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme 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

Market Cap

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Tata Ethical Fund-Regular Plan - Growth Option

Others 16.71 7.33
Large Cap 41.74 41.54
Mid Cap 25.95 36.13
Small Cap 15.81 15

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Tata Ethical Fund-Regular Plan - Growth Option

Others 16.71 7.33
Petroleum Products 4.43 2.13
Retailing 11.25 1.7
Banks 3.87 -
Pharmaceuticals & Biotechnology 4.53 12.47
Commercial Services & Supplies 1.6 -
Automobiles 5.41 -
Personal Products 0.48 4.12
Electrical Equipment 4.65 4.28
Industrial Products 5.08 6.01
Insurance 3.92 -
IT - Services 1.14 1.29
IT - Software 3.1 16.98
Consumer Durables 2.32 5.43
Finance 2.03 -
Telecom - Services 3.51 -
Chemicals & Petrochemicals 1.42 4.69
Healthcare Services 4 2.99
Auto Components 12.08 6.17
Financial Technology (Fintech) 1.48 -
Diversified 0.85 0.73
Fertilizers & Agrochemicals 0.98 2.92
Transport Services 3.12 -
Leisure Services 1.1 -
Realty 1.15 -
Diversified FMCG - 4.49
Cement & Cement Products - 4.73
Gas - 4.7
Non - Ferrous Metals - 1.1
Agricultural Food & other Products - 2.27
Food Products - 0.81
Oil - 1.45
Textiles & Apparels - 1.21

Top Comparisons

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns5.75%

VS

Tata Multi Asset Opportunities Fund-Regular Plan-Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

3Y Returns13.52%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns6.59%

VS

Tata Treasury Advantage Fund - Regular Plan - Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns6.05%

Compare Now

SBI Magnum Medium Duration Fund - Regular Plan - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth

3Y Returns6.12%

VS

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns5.67%

Compare Now

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns17.15%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns17.03%

Compare Now
Request call back
Add to Cart Successfully