Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Kotak Pioneer Fund compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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Edelweiss Recently Listed IPO Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2666 Cr	₹907 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

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Month	3.82%	1.01%
6 Month	-4.34%	-9.41%
1 Year	9.53%	-1.12%
3 Year	17.71%	8.97%
5 Year	26.59%	21.41%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
6 Month	-0.68%	-4.33%
1 Year	-5.59%	-12.99%
3 Year	18.91%	11.51%
5 Year	18.71%	12.94%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Year	30.75%	19.83%
3 Year	19.85%	21.13%
5 Year	23.88%	21%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Standard Deviation	13.681%	18.145%
Sharp	0.805%	0.234%
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	19.52	4.43
Large Cap	37.14	13.48
Small Cap	15.82	64.17
Mid Cap	27.53	17.92

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Others	19.52	4.37
Energy	3.04	-
Consumer Cyclical	23.59	23.21
Financial Services	9.33	9.71
Healthcare	10.4	18.07
Technology	4.28	6.63
Consumer Defensive	4.22	2.49
Industrials	16.71	21.6
Communication Services	5.19	4.54
Basic Materials	2.78	3.86
Real Estate	0.94	-
Utilities	-	5.51