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Tata Ethical Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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) | ₹2666 Cr | ₹3253 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 | 1.88 | 1.92 |
| Manager | Arjun Khanna | Abhinav Sharma |
| ISIN Code | INF174KA1EW8 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.06% | 1.79% |
| 6 Month | -3.96% | -8.67% |
| 1 Year | 10.19% | 0.5% |
| 3 Year | 17.81% | 10.44% |
| 5 Year | 27.34% | 20.45% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.68% | -2.05% |
| 1 Year | -5.59% | -13.09% |
| 3 Year | 18.91% | 9.2% |
| 5 Year | 18.71% | 12.68% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 30.75% | 13.97% |
| 3 Year | 19.85% | 13.84% |
| 5 Year | 23.88% | 14.38% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.681% | 12.5% |
| Sharp | 0.805% | 0.15% |
| Beta | - | 0.87% |
| Alpha | - | -0.77% |
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Fund Managers
| 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 |
| Funds Managed | 24 | 3 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 19.52 | 9.42 |
| Large Cap | 37.14 | 39.68 |
| Small Cap | 15.82 | 15.23 |
| Mid Cap | 27.53 | 35.67 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 19.52 | 9.42 |
| Energy | 3.04 | 5.98 |
| Consumer Cyclical | 23.59 | 12.35 |
| Financial Services | 9.33 | - |
| Healthcare | 10.4 | 15.21 |
| Technology | 4.28 | 16.25 |
| Consumer Defensive | 4.22 | 11.69 |
| Industrials | 16.71 | 12.67 |
| Communication Services | 5.19 | - |
| Basic Materials | 2.78 | 12.39 |
| Real Estate | 0.94 | - |
| Utilities | - | 4.03 |
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