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 | Very High |
| Asset Size (Cr) | ₹2629 Cr | ₹5750 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 | 1.94 | 1.93 |
| Manager | Arjun Khanna | Rohit Shimpi |
| ISIN Code | INF174KA1EW8 | INF200K01214 |
| Exits Load | Kotak Pioneer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Month | -5.24% | -3.37% |
| 6 Month | -0.78% | -5.5% |
| 1 Year | 20.98% | 9.9% |
| 3 Year | 15.95% | 10.14% |
| 5 Year | 22.06% | 14.4% |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.58% | 3.42% |
| 3 Year | 24.07% | 14.73% |
| 5 Year | 23.27% | 16.2% |
| 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% | 0.34% |
| Beta | 0.81% | 0.87% |
| Alpha | 2.52% | 0.81% |
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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 | 3.92 |
| Large Cap | 41.74 | 75.85 |
| Mid Cap | 25.95 | 14.49 |
| Small Cap | 15.81 | 5.74 |
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 16.71 | 3.92 |
| Petroleum Products | 4.43 | 2.69 |
| Retailing | 11.25 | 1.42 |
| Banks | 3.87 | 29.34 |
| Pharmaceuticals & Biotechnology | 4.53 | 2.56 |
| Commercial Services & Supplies | 1.6 | - |
| Automobiles | 5.41 | 6.82 |
| Personal Products | 0.48 | - |
| Electrical Equipment | 4.65 | 4.01 |
| Industrial Products | 5.08 | 2.57 |
| Insurance | 3.92 | 2.81 |
| IT - Services | 1.14 | 1.72 |
| IT - Software | 3.1 | 15.42 |
| Consumer Durables | 2.32 | 2.76 |
| Finance | 2.03 | 1.75 |
| Telecom - Services | 3.51 | - |
| Chemicals & Petrochemicals | 1.42 | - |
| Healthcare Services | 4 | 1.35 |
| Auto Components | 12.08 | 2.78 |
| Financial Technology (Fintech) | 1.48 | - |
| Diversified | 0.85 | - |
| Fertilizers & Agrochemicals | 0.98 | - |
| Transport Services | 3.12 | - |
| Leisure Services | 1.1 | 1.14 |
| Realty | 1.15 | - |
| Construction | - | 4.61 |
| Diversified FMCG | - | 2.37 |
| Non - Ferrous Metals | - | 2.01 |
| Capital Markets | - | 0.54 |
| Agricultural, Commercial & Construction Vehicles | - | 0.69 |
| Cement & Cement Products | - | 3.37 |
| Power | - | 1.67 |
| Textiles & Apparels | - | 1.68 |
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