Quant ESG Equity Fund Regular vs Kotak Pioneer Fund compare

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

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tortoise-icon Quant ESG Equity Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
Fund Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2588 Cr ₹278 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 1.89 2.39
Manager Arjun Khanna Sanjeev Sharma
ISIN Code INF174KA1EW8 INF966L01AB8
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 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
1 Month 3.26% 1.32%
6 Month 22.74% 20.8%
1 Year 47.3% 54.41%
3 Year 20.55% 30.36%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 20.6% 21.9%
3 Year 44.81% 53.64%
5 Year 80.63% 74.14%

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
1 Year 28.44% 28.13%
3 Year 62.49% 69.46%
5 Year 89.6% 75.54%

Risk Management

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
Standard Deviation 12.71% 17.3%
Sharp 0.98% 1.25%
Beta 0.81% 0.94%
Alpha 2.52% 12.45%

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Fund Managers

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth
Name Arjun Khanna Sanjeev Sharma
Total AUM ₹169639 Cr ₹39731 Cr
Fund Manage 24 22
Kotak Pioneer Fund- Regular Plan- Growth Option Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Quant ESG Equity Fund Regular - Growth

Others 18.98 13.46
Large Cap 42.16 54.11
Mid Cap 25.93 10.01
Small Cap 13.94 22.4

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Quant ESG Equity Fund Regular - Growth

Others 18.98 -2.96
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 4.95
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 -
Fertilizers and Agrochemicals 0.99 -
Transport Services 3.09 -
Leisure Services 1.19 -
Realty 1.37 -
Financial - 18.3
Materials - 0.43
Energy - 24.53
Healthcare - 16.19
Consumer Staples - 13.5
Services - 17.06
Technology - 7.98

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