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Tata Quant Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Tata Quant Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2666 Cr | ₹66 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 27 Jan 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | BSE 200 |
| Turn Over | 9.69% | 349.61% |
| Expense Ratio | 1.88 | 2.4 |
| Manager | Arjun Khanna | Sailesh Jain |
| ISIN Code | INF174KA1EW8 | INF277K016Y9 |
| 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 Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -5.37% | -3.65% |
| 6 Month | -13.04% | -16.16% |
| 1 Year | 7.7% | 2.72% |
| 3 Year | 16.31% | 11.91% |
| 5 Year | 23.68% | 10.41% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -11.34% | -10.44% |
| 1 Year | -17.1% | -19.08% |
| 3 Year | 14.62% | 7.74% |
| 5 Year | 16.91% | 9.58% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 30.75% | 18.99% |
| 3 Year | 19.85% | 13.85% |
| 5 Year | 23.88% | 7.67% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.681% | 14.21% |
| Sharp | 0.805% | 0.361% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Name | Arjun Khanna | Sailesh Jain |
| Total AUM | ₹169639 Cr | ₹17041 Cr |
| Fund Manage | 24 | 7 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Others | 19.51653 | 5.33441 |
| Large Cap | 37.13553 | 49.8847 |
| Small Cap | 15.8188 | 0 |
| Mid Cap | 27.52917 | 44.78089 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Others | 19.51653 | 5.33441 |
| Energy | 3.03699 | 0.84352 |
| Consumer Cyclical | 23.59464 | 4.17672 |
| Financial Services | 9.32706 | 30.16774 |
| Healthcare | 10.40244 | 8.13895 |
| Technology | 4.28184 | 19.91953 |
| Consumer Defensive | 4.2205 | 0 |
| Industrials | 16.70654 | 4.39041 |
| Communication Services | 5.19411 | 4.4557 |
| Basic Materials | 2.77831 | 15.89947 |
| Real Estate | 0.94107 | 0 |
| Utilities | - | 6.67355 |
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