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SBI Equity Minimum Variance Fund vs Kotak Pioneer Fund compare

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

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tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - 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 SBI Equity Minimum Variance Fund - Regular Plan - Growth
Fund Kotak Pioneer Fund- Regular Plan- Growth Option SBI Equity Minimum Variance Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2666 Cr ₹214 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 31 Oct 2019 19 Mar 2019
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI,MSCI ACWI Information Technology TRI NIFTY 50 TRI
Turn Over 9.69% 37%
Expense Ratio 1.88 0.75
Manager Arjun Khanna Pradeep Kesavan
ISIN Code INF174KA1EW8 INF200KA1A48
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 SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% 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 SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Month 3.29% 4.56%
6 Month -13.88% -16%
1 Year 6.02% -1.01%
3 Year 14.68% 12.62%
5 Year 29.62% 24%

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option SBI Equity Minimum Variance Fund - Regular Plan - Growth
6 Month -6.78% -3.65%
1 Year -9.58% -10.3%
3 Year 17.73% 10.96%
5 Year 18.6% 14.23%

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Year 30.75% 17.52%
3 Year 19.85% 18.26%
5 Year 23.88% 18.14%

Risk Management

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option SBI Equity Minimum Variance Fund - Regular Plan - Growth
Standard Deviation 13.681% 13.168%
Sharp 0.805% 0.601%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option SBI Equity Minimum Variance Fund - Regular Plan - Growth
Name Arjun Khanna Pradeep Kesavan
Total AUM ₹169639 Cr ₹434274 Cr
Funds Managed 24 43
Kotak Pioneer Fund- Regular Plan- Growth Option SBI Equity Minimum Variance Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Others 19.52 1.16
Large Cap 37.14 92.34
Small Cap 15.82 -
Mid Cap 27.53 6.5

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Others 19.52 0.12
Energy 3.04 4.95
Consumer Cyclical 23.59 7.97
Financial Services 9.33 12.12
Healthcare 10.4 20.81
Technology 4.28 12.36
Consumer Defensive 4.22 29.22
Industrials 16.71 2.9
Communication Services 5.19 1.55
Basic Materials 2.78 6.06
Real Estate 0.94 -
Utilities - 1.95

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