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) | ₹3342 Cr | ₹914 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 | -4.79% | -2.37% |
| 6 Month | -2.91% | -0.44% |
| 1 Year | 4.16% | 3.02% |
| 3 Year | 20.99% | 13.17% |
| 5 Year | 16.18% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.98% | 1.07% |
| 1 Year | 7.03% | 8.76% |
| 3 Year | 14.97% | 7.72% |
| 5 Year | 15.95% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.02% | 4.44% |
| 3 Year | 20.31% | 13.41% |
| 5 Year | 23.75% | - |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.71% | 13.17% |
| Sharp | 0.98% | 0.65% |
| Beta | 0.81% | 1.02% |
| Alpha | 2.52% | -1.82% |
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 | 25.59 | 2.46 |
| Large Cap | 32.54 | 66.67 |
| Mid Cap | 25.34 | 29.75 |
| Small Cap | 16.53 | 1.11 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.61 | 1.18 |
| Energy | 3.01 | 11.18 |
| Consumer Cyclical | 23.99 | 17.92 |
| Financial Services | 10.54 | 36.66 |
| Healthcare | 12.96 | 6.02 |
| Basic Materials | 2.94 | 2.74 |
| Technology | 3.2 | 3.59 |
| Consumer Defensive | 3.94 | 6.31 |
| Industrials | 12.75 | 6.7 |
| Communication Services | 5.09 | 6.99 |
| Real Estate | 0.97 | 0.71 |
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