SBI Magnum Equity ESG Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Chart Comparison
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2725 Cr | ₹5876 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 11 Jan 2006 |
| 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% | 31% |
| Expense Ratio | 1.89 | 1.92 |
| Manager | Arjun Khanna | Rohit Shimpi |
| ISIN Code | INF174KA1EW8 | INF200K01214 |
| 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 1 year/365 |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Month | -4.95% | -4.98% |
| 6 Month | 8.25% | 5.78% |
| 1 Year | 33.83% | 22.71% |
| 3 Year | 14.43% | 10.12% |
| 5 Year | 23.56% | 15.51% |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 25.96% | 17.93% |
| 3 Year | 26.63% | 18.58% |
| 5 Year | - | 18.57% |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Year | 31.08% | 12.33% |
| 3 Year | 20.07% | 12.54% |
| 5 Year | 24.18% | 12.77% |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Standard Deviation | 12.71% | 12.36% |
| Sharp | 0.98% | 0.42% |
| Beta | 0.81% | 0.86% |
| Alpha | 2.52% | 0.57% |
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| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Name | Arjun Khanna | Rohit Shimpi |
| Total AUM | ₹169639 Cr | ₹15441 Cr |
| Fund Manage | 24 | 6 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 16.71 | 4.96 |
| Large Cap | 41.74 | 71.89 |
| Mid Cap | 25.95 | 19.16 |
| Small Cap | 15.81 | 3.99 |
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 16.71 | 2.84 |
| Petroleum Products | 4.43 | - |
| Retailing | 11.25 | - |
| Banks | 3.87 | - |
| Pharmaceuticals & Biotechnology | 4.53 | - |
| Commercial Services & Supplies | 1.6 | - |
| Automobiles | 5.41 | - |
| Personal Products | 0.48 | - |
| Electrical Equipment | 4.65 | - |
| Industrial Products | 5.08 | - |
| Insurance | 3.92 | 1.73 |
| IT - Services | 1.14 | - |
| IT - Software | 3.1 | - |
| Consumer Durables | 2.32 | - |
| Finance | 2.03 | - |
| Telecom - Services | 3.51 | - |
| Chemicals & Petrochemicals | 1.42 | - |
| Healthcare Services | 4 | - |
| Auto Components | 12.08 | - |
| Financial Technology (Fintech) | 1.48 | - |
| Diversified | 0.85 | - |
| Fertilizers & Agrochemicals | 0.98 | - |
| Transport Services | 3.12 | - |
| Leisure Services | 1.1 | - |
| Realty | 1.15 | - |
| Energy | - | 3.49 |
| Technology | - | 15.22 |
| Construction | - | 5.38 |
| Consumer Staples | - | 2.74 |
| Metals & Mining | - | 2.37 |
| Financial | - | 31.86 |
| Automobile | - | 10.78 |
| Capital Goods | - | 10.79 |
| Materials | - | 5.32 |
| Healthcare | - | 1.95 |
| Services | - | 2.55 |
| Consumer Discretionary | - | 1.06 |
| Textiles | - | 1.92 |
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