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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
Overview
| 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 | Very High |
| Asset Size (Cr) | ₹2666 Cr | ₹5544 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 01 Jan 1991 |
| 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 | 1.88 | 1.94 |
| Manager | Arjun Khanna | Rohit Shimpi |
| ISIN Code | INF174KA1EW8 | INF200K01214 |
| 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 ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Month | 1.68% | 5.25% |
| 6 Month | -7.92% | -6.88% |
| 1 Year | 9.44% | 8.52% |
| 3 Year | 16.49% | 11.19% |
| 5 Year | 27.82% | 21.09% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 6 Month | -3.56% | -0.26% |
| 1 Year | -9.06% | -4.27% |
| 3 Year | 17.58% | 12.67% |
| 5 Year | 18.07% | 13.96% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Year | 30.75% | 12.48% |
| 3 Year | 19.85% | 12.47% |
| 5 Year | 23.88% | 12.9% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Standard Deviation | 13.681% | 12.36% |
| Sharp | 0.805% | 0.29% |
| Beta | - | 0.89% |
| Alpha | - | 0.07% |
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Fund Managers
| 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 |
| Funds Managed | 24 | 6 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 19.52 | 3.57 |
| Large Cap | 37.14 | 78.4 |
| Small Cap | 15.82 | 4.27 |
| Mid Cap | 27.53 | 13.76 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 19.52 | 2.02 |
| Energy | 3.04 | 3.3 |
| Consumer Cyclical | 23.59 | 15.76 |
| Financial Services | 9.33 | 35.59 |
| Healthcare | 10.4 | 3.54 |
| Technology | 4.28 | 16.49 |
| Consumer Defensive | 4.22 | 3.28 |
| Industrials | 16.71 | 12.01 |
| Communication Services | 5.19 | - |
| Basic Materials | 2.78 | 5.51 |
| Real Estate | 0.94 | 1.05 |
| Utilities | - | 1.46 |
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