Quant ESG Equity Fund Regular vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3342 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 Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | -4.64% | -7.72% |
| 6 Month | -3.41% | -6.84% |
| 1 Year | 7.39% | -2.74% |
| 3 Year | 21.23% | 11.95% |
| 5 Year | 16.63% | 20.32% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | -5.13% | -6.16% |
| 1 Year | 0.89% | -8.13% |
| 3 Year | 13.45% | 4.59% |
| 5 Year | 15.25% | 11.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 21.02% | 18.87% |
| 3 Year | 20.31% | 22.37% |
| 5 Year | 23.75% | 24.38% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.83% | 17.3% |
| Sharp | 1.19% | 0.56% |
| Beta | 0.81% | 1.16% |
| Alpha | 2.52% | -2.47% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | Arjun Khanna | Sanjeev Sharma |
| Total AUM | ₹169639 Cr | ₹39731 Cr |
| Funds Managed | 24 | 22 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 25.59 | 47.05 |
| Large Cap | 32.54 | 44.6 |
| Mid Cap | 25.34 | 5.6 |
| Small Cap | 16.53 | 2.74 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 20.61 | 30.25 |
| Energy | 3.01 | 9.08 |
| Consumer Cyclical | 23.99 | 12.79 |
| Financial Services | 10.54 | 15.24 |
| Healthcare | 12.96 | 5.01 |
| Basic Materials | 2.94 | 0.84 |
| Technology | 3.2 | 0 |
| Consumer Defensive | 3.94 | 8.84 |
| Industrials | 12.75 | - |
| Communication Services | 5.09 | - |
| Real Estate | 0.97 | 7.85 |
| Utilities | - | 10.1 |
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