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

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)	₹2588 Cr	₹949 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	31 Oct 2019	16 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	1.89	2.26
Manager	Arjun Khanna	Bhavesh Jain
ISIN Code	INF174KA1EW8	INF754K01MH2
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365	Exit load of 2% if redeemed within 6 months./365

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Month	3.26%	3.17%
6 Month	22.74%	15.38%
1 Year	47.3%	32.78%
3 Year	20.55%	13.84%
5 Year	-	25.39%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
6 Month	-	-
1 Year	20.6%	11.76%
3 Year	44.81%	28.26%
5 Year	80.63%	67.29%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Year	28.44%	25.39%
3 Year	62.49%	51.85%
5 Year	89.6%	77.19%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Standard Deviation	12.71%	16.97%
Sharp	0.98%	0.55%
Beta	0.81%	0.9%
Alpha	2.52%	-1.6%

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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
Fund Manage	24	22
	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Others	18.98	18.56
Large Cap	42.16	6.01
Mid Cap	25.93	6.69
Small Cap	13.94	68.74

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Others	18.98	1.09
Petroleum Products	4.78	-
Automobiles	5.59	-
Retailing	9.18	-
IT - Software	3.2	-
Auto Components	13.24	-
Transport Services	3.09	-
Telecom - Services	2.92	-
Banks	4.78	-
Pharmaceuticals and Biotechnology	4.1	-
Finance	2.61	-
Electrical Equipment	3.77	-
Consumer Durables	2.22	-
Industrial Products	5.73	-
Insurance	3.89	3.22
Financial Technology (Fintech)	1.41	-
Chemicals and Petrochemicals	1.41	-
Realty	1.37	-
Commercial Services and Supplies	1.7	-
Leisure Services	1.19	-
IT - Services	1.13	-
Diversified	1.04	-
Fertilizers and Agrochemicals	0.99	-
Healthcare Services	1.33	-
Gas	0.64	-
Personal Products	0.52	-
Entertainment	0.2	-
Financial	-	18.14
Services	-	19.03
Capital Goods	-	15.53
Healthcare	-	18.02
Consumer Staples	-	7.33
Metals & Mining	-	5.99
Consumer Discretionary	-	3.46
Communication	-	1.89
Technology	-	1.76
Automobile	-	3.8
Textiles	-	0.74