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Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Edelweiss Recently Listed IPO Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3023 Cr | ₹916 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 31 Oct 2019 | 22 Feb 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | India Recent 100 IPO TRI |
| Turn Over | 9.69% | 47% |
| Expense Ratio | 1.88 | 2.29 |
| Manager | Arjun Khanna | Bhavesh Jain |
| ISIN Code | INF174KA1EW8 | INF754K01MH2 |
| 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 | Edelweiss Recently Listed IPO Fund - Growth charges 2.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 2.79% | 1.81% |
| 6 Month | 17.3% | 15.78% |
| 1 Year | 8.43% | 2.66% |
| 3 Year | 21.49% | 16.03% |
| 5 Year | 23.59% | 20.58% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 9.34% | 6.55% |
| 1 Year | 16.44% | 4.63% |
| 3 Year | 22.64% | 14.59% |
| 5 Year | 20% | 13.6% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 25.1% | 17.84% |
| 3 Year | 19.85% | 19.85% |
| 5 Year | 25.17% | 21.26% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.42% | 17.57% |
| Sharp | 1.11% | 0.59% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Name | Arjun Khanna | Bhavesh Jain |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 22 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 21.42 | 18.56 |
| Large Cap | 34.75 | 15.9 |
| Mid Cap | 26.11 | 18.96 |
| Small Cap | 17.72 | 46.58 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 18.07 | 3.11 |
| Energy | 2.94 | - |
| Consumer Cyclical | 23 | 26.52 |
| Financial Services | 9.05 | 13.49 |
| Healthcare | 14.77 | 15.1 |
| Basic Materials | 3.67 | 4.38 |
| Technology | 2.65 | 7.66 |
| Consumer Defensive | 4.67 | 1.47 |
| Industrials | 15 | 16.56 |
| Communication Services | 5.17 | 4.19 |
| Real Estate | 1.02 | 1.18 |
| Utilities | - | 6.33 |
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