Tata Ethical Fund vs Kotak Pioneer Fund compare

Kotak Pioneer Fund- Regular Plan- Growth Option

Tata Ethical Fund-Regular Plan - Growth Option

Overview

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)	₹2588 Cr	₹2817 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	31 Oct 2019	24 May 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	1.89	1.95
Manager	Arjun Khanna	Abhinav Sharma
ISIN Code	INF174KA1EW8	INF277K01956
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 0.50% if redeemed within 90 days./365

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	3.26%	4.88%
6 Month	22.74%	25.78%
1 Year	47.3%	34.27%
3 Year	20.55%	15.9%
5 Year	-	23.58%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	-	-
1 Year	20.6%	14.81%
3 Year	44.81%	31.9%
5 Year	80.63%	69.56%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	28.44%	22.58%
3 Year	62.49%	52.72%
5 Year	89.6%	75.06%

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%	0.78%
Beta	0.81%	0.87%
Alpha	2.52%	1.32%

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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	18.98	7.3
Large Cap	42.16	44.12
Mid Cap	25.93	34.61
Small Cap	13.94	13.97

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Others	18.98	6.24
Petroleum Products	4.78	-
Banks	4.78	-
Pharmaceuticals and Biotechnology	4.1	-
Auto Components	13.24	-
Commercial Services and Supplies	1.7	-
Automobiles	5.59	-
Personal Products	0.52	-
Electrical Equipment	3.77	-
Industrial Products	5.73	-
Insurance	3.89	-
IT - Services	1.13	-
Retailing	9.18	-
Finance	2.61	-
Gas	0.64	-
Entertainment	0.2	-
IT - Software	3.2	-
Consumer Durables	2.22	-
Telecom - Services	2.92	-
Chemicals and Petrochemicals	1.41	-
Healthcare Services	1.33	-
Financial Technology (Fintech)	1.41	-
Diversified	1.04	2.05
Fertilizers and Agrochemicals	0.99	-
Transport Services	3.09	-
Leisure Services	1.19	-
Realty	1.37	-
Capital Goods	-	14.79
Materials	-	9.23
Technology	-	22.83
Consumer Staples	-	10.41
Healthcare	-	10.15
Chemicals	-	6.1
Automobile	-	3.17
Metals & Mining	-	3.57
Communication	-	1.22
Energy	-	4.5
Consumer Discretionary	-	2.33
Services	-	1.22
Textiles	-	2.19