Axis Quant Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Axis Quant Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3285 Cr | ₹918 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 31 Oct 2019 | 01 Jul 2021 |
| 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% | 126% |
| Expense Ratio | 1.88 | 2.2 |
| Manager | Arjun Khanna | Vinayak Jayanath |
| ISIN Code | INF174KA1EW8 | INF846K011A2 |
| 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 | Axis Quant Fund - Regular Plan - Growth charges 1.0% 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 | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.3% | 2.63% |
| 6 Month | 10.53% | 4.5% |
| 1 Year | 11.54% | 1.46% |
| 3 Year | 22.49% | 12.7% |
| 5 Year | 21.81% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.79% | 2.29% |
| 1 Year | 17.14% | 9.39% |
| 3 Year | 20.13% | 9.35% |
| 5 Year | 18.52% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.84% | 12.76% |
| 3 Year | 20.1% | 14.12% |
| 5 Year | 24.09% | - |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.97% | 13.82% |
| Sharp | 1.16% | 0.42% |
| Beta | - | 1.01% |
| Alpha | - | -3.10% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Vinayak Jayanath |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 18 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.78 | 1.66 |
| Large Cap | 32.61 | 62.16 |
| Mid Cap | 25.4 | 34.81 |
| Small Cap | 18.21 | 1.37 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.63 | 0.97 |
| Energy | 2.77 | 7.94 |
| Consumer Cyclical | 24.14 | 9.15 |
| Financial Services | 9.64 | 37.3 |
| Healthcare | 14.25 | 9.07 |
| Basic Materials | 3.15 | 2.36 |
| Technology | 2.45 | 3.82 |
| Consumer Defensive | 4.4 | 5.56 |
| Industrials | 13.14 | 16.21 |
| Communication Services | 4.51 | 6.93 |
| Real Estate | 0.93 | 0.69 |
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