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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) | ₹3285 Cr | ₹969 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 | -1.15% | -3.55% |
| 6 Month | 6.02% | 2.39% |
| 1 Year | 5.49% | -7.22% |
| 3 Year | 21.61% | 14.93% |
| 5 Year | 19.71% | 15.81% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 0.82% | -1.84% |
| 1 Year | 16.34% | 5.7% |
| 3 Year | 19.09% | 11.19% |
| 5 Year | 17.95% | 11.13% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 22.11% | 16.6% |
| 3 Year | 20.17% | 18.45% |
| 5 Year | 23.99% | 20.9% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.04% | 17.18% |
| Sharp | 1.12% | 0.60% |
| 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 | 25.67 | 61.2 |
| Large Cap | 31.61 | 8.68 |
| Mid Cap | 25.54 | 11.12 |
| Small Cap | 17.18 | 19 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 20.37 | 8.77 |
| Energy | 2.9 | 0.92 |
| Consumer Cyclical | 22.94 | 20.01 |
| Financial Services | 10.7 | 10.22 |
| Healthcare | 15 | 16.24 |
| Basic Materials | 3.15 | 5.99 |
| Technology | 2.24 | 16.87 |
| Consumer Defensive | 3.98 | 1.02 |
| Industrials | 12.44 | 8.29 |
| Communication Services | 5.31 | 1.61 |
| Real Estate | 0.97 | 3.68 |
| Utilities | - | 6.37 |
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