Tata Ethical Fund vs Kotak Pioneer Fund compare

Kotak Pioneer Fund- Regular Plan- Growth Option

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Tata Ethical Fund-Regular Plan - Growth Option

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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)	₹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	3.44%	0.06%
6 Month	5.42%	-0.68%
1 Year	30.59%	15.6%
3 Year	17.96%	12.02%
5 Year	24.27%	19.71%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	-	-
1 Year	22.95%	6.49%
3 Year	27.39%	16.25%
5 Year	25.5%	18.75%

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%	0.54%
Beta	0.81%	0.88%
Alpha	2.52%	0.3%

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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