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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) | ₹3053 Cr | ₹924 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 | -0.89% | -1.55% |
| 6 Month | 21.09% | 15.98% |
| 1 Year | 3.62% | -1.42% |
| 3 Year | 23.59% | 15.86% |
| 5 Year | 22.47% | 19.71% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 4.93% | 5.15% |
| 1 Year | 21.62% | 14.75% |
| 3 Year | 22.22% | 15.98% |
| 5 Year | 19.6% | 13.97% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 24.09% | 17.29% |
| 3 Year | 19.97% | 19.05% |
| 5 Year | 24.46% | 21.14% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.98% | 17.34% |
| Sharp | 1.16% | 0.51% |
| 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 | 22.39 | 27.81 |
| Large Cap | 33.74 | 19.01 |
| Mid Cap | 26.18 | 14.88 |
| Small Cap | 17.7 | 38.29 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 18.95 | 2.36 |
| Energy | 2.85 | - |
| Consumer Cyclical | 24.33 | 29.22 |
| Financial Services | 8.59 | 10.27 |
| Healthcare | 14.92 | 15.68 |
| Basic Materials | 3.65 | 5.24 |
| Technology | 2.57 | 11.54 |
| Consumer Defensive | 4.83 | 2.53 |
| Industrials | 13.44 | 12.17 |
| Communication Services | 4.93 | 1.92 |
| Real Estate | 0.95 | 2.32 |
| Utilities | - | 6.75 |
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