SBI Equity Minimum Variance Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Chart Comparison
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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