DSP Quant Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
DSP Quant Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | DSP Quant Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3342 Cr | ₹881 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 31 Oct 2019 | 10 Jun 2019 |
| 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% | 55% |
| Expense Ratio | 1.88 | 1.28 |
| Manager | Arjun Khanna | Anil Ghelani |
| ISIN Code | INF174KA1EW8 | INF740KA1NN3 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.66% | -2.14% |
| 6 Month | -3.56% | 3.48% |
| 1 Year | 7.36% | 9.51% |
| 3 Year | 20.75% | 12.45% |
| 5 Year | 17.46% | 10.65% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.54% | 3.52% |
| 1 Year | 11.45% | 16.03% |
| 3 Year | 16.19% | 10.91% |
| 5 Year | 16.69% | 10.15% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.02% | 12.42% |
| 3 Year | 20.31% | 11.86% |
| 5 Year | 23.75% | 15.04% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.42% | 11.80% |
| Sharp | 0.98% | 0.51% |
| Beta | 0.81% | 0.89% |
| Alpha | 2.52% | -2.17% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Anil Ghelani |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 5 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | DSP Quant Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.59 | 4.6 |
| Large Cap | 32.54 | 71.19 |
| Mid Cap | 25.34 | 24.21 |
| Small Cap | 16.53 | - |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.61 | 1.23 |
| Energy | 3.01 | - |
| Consumer Cyclical | 23.99 | 12.54 |
| Financial Services | 10.54 | 25.99 |
| Healthcare | 12.96 | 9.23 |
| Basic Materials | 2.94 | 6.86 |
| Technology | 3.2 | 17.24 |
| Consumer Defensive | 3.94 | 10.34 |
| Industrials | 12.75 | 7.41 |
| Communication Services | 5.09 | 7.5 |
| Real Estate | 0.97 | - |
| Utilities | - | 1.65 |
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