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 | -1.15% | 1.57% |
| 6 Month | 6.02% | 3.4% |
| 1 Year | 5.49% | -2.12% |
| 3 Year | 21.61% | 12.72% |
| 5 Year | 19.71% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.82% | 3.08% |
| 1 Year | 16.34% | 11.79% |
| 3 Year | 19.09% | 9.36% |
| 5 Year | 17.95% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.11% | 12.76% |
| 3 Year | 20.17% | 14.12% |
| 5 Year | 23.99% | - |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 13.84% |
| Sharp | 1.12% | 0.46% |
| Beta | - | 1.03% |
| Alpha | - | -1.98% |
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 | 25.67 | 2.62 |
| Large Cap | 31.61 | 64.22 |
| Mid Cap | 25.54 | 31.75 |
| Small Cap | 17.18 | 1.41 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.37 | 1.93 |
| Energy | 2.9 | 6.75 |
| Consumer Cyclical | 22.94 | 15.63 |
| Financial Services | 10.7 | 35.46 |
| Healthcare | 15 | 6.36 |
| Basic Materials | 3.15 | 2.25 |
| Technology | 2.24 | 3.35 |
| Consumer Defensive | 3.98 | 9.55 |
| Industrials | 12.44 | 10.58 |
| Communication Services | 5.31 | 7.45 |
| Real Estate | 0.97 | 0.69 |
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