Tata Ethical Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2629 Cr | ₹3202 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | Nifty 500 Shariah TRI |
| Turn Over | 9.69% | 11.72% |
| Expense Ratio | 1.94 | 1.92 |
| Manager | Arjun Khanna | Abhinav Sharma |
| ISIN Code | INF174KA1EW8 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.24% | -3.69% |
| 6 Month | -0.78% | -7.83% |
| 1 Year | 20.98% | 7.88% |
| 3 Year | 15.95% | 9.62% |
| 5 Year | 22.06% | 17.86% |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.58% | -2.09% |
| 3 Year | 24.07% | 13.36% |
| 5 Year | 23.27% | 16.72% |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 31.08% | 13.9% |
| 3 Year | 20.07% | 14.05% |
| 5 Year | 24.18% | 14.3% |
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.71% | 12.5% |
| Sharp | 0.98% | 0.29% |
| Beta | 0.81% | 0.87% |
| Alpha | 2.52% | -0.89% |
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| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Abhinav Sharma |
| Total AUM | ₹169639 Cr | ₹5613 Cr |
| Fund Manage | 24 | 3 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 16.71 | 7.33 |
| Large Cap | 41.74 | 41.54 |
| Mid Cap | 25.95 | 36.13 |
| Small Cap | 15.81 | 15 |
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 16.71 | 7.33 |
| Petroleum Products | 4.43 | 2.13 |
| Retailing | 11.25 | 1.7 |
| Banks | 3.87 | - |
| Pharmaceuticals & Biotechnology | 4.53 | 12.47 |
| Commercial Services & Supplies | 1.6 | - |
| Automobiles | 5.41 | - |
| Personal Products | 0.48 | 4.12 |
| Electrical Equipment | 4.65 | 4.28 |
| Industrial Products | 5.08 | 6.01 |
| Insurance | 3.92 | - |
| IT - Services | 1.14 | 1.29 |
| IT - Software | 3.1 | 16.98 |
| Consumer Durables | 2.32 | 5.43 |
| Finance | 2.03 | - |
| Telecom - Services | 3.51 | - |
| Chemicals & Petrochemicals | 1.42 | 4.69 |
| Healthcare Services | 4 | 2.99 |
| Auto Components | 12.08 | 6.17 |
| Financial Technology (Fintech) | 1.48 | - |
| Diversified | 0.85 | 0.73 |
| Fertilizers & Agrochemicals | 0.98 | 2.92 |
| Transport Services | 3.12 | - |
| Leisure Services | 1.1 | - |
| Realty | 1.15 | - |
| Diversified FMCG | - | 4.49 |
| Cement & Cement Products | - | 4.73 |
| Gas | - | 4.7 |
| Non - Ferrous Metals | - | 1.1 |
| Agricultural Food & other Products | - | 2.27 |
| Food Products | - | 0.81 |
| Oil | - | 1.45 |
| Textiles & Apparels | - | 1.21 |
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