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) | ₹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 |
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% |
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% |
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% |
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% |
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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 | 16.71 | 7.33 |
Large Cap | 41.74 | 41.54 |
Mid Cap | 25.95 | 36.13 |
Small Cap | 15.81 | 15 |
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 |
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