Kotak ESG Exclusionary Strategy Fund vs Kotak Pioneer Fund compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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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	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Fund	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹3315 Cr	₹869 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	31 Oct 2019	07 Dec 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI,MSCI ACWI Information Technology TRI	NIFTY 100 ESG TRI
Turn Over	9.69%	24.49%
Expense Ratio	1.88	2.27
Manager	Arjun Khanna	Harsha Upadhyaya
ISIN Code	INF174KA1EW8	INF174KA1FF0
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	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
1 Month	1.01%	0.42%
6 Month	5.36%	5.41%
1 Year	6.46%	7.58%
3 Year	23.24%	14.5%
5 Year	19.32%	12.06%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
6 Month	-2.15%	1.13%
1 Year	9.53%	11.44%
3 Year	17.11%	11.95%
5 Year	17.09%	11.73%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
1 Year	21.67%	9.14%
3 Year	20.21%	12.93%
5 Year	23.92%	11.94%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Standard Deviation	13.04%	11.67%
Sharp	1.12%	0.55%
Beta	-	0.87%
Alpha	-	0.48%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Name	Arjun Khanna	Harsha Upadhyaya
Total AUM	₹169639 Cr	₹139411 Cr
Funds Managed	24	11
	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Others	26.39	8.15
Large Cap	31.62	76.87
Mid Cap	25.06	11.64
Small Cap	16.92	3.34

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Others	20.4	0.91
Energy	3.03	3.14
Consumer Cyclical	22.39	16.43
Financial Services	10.56	28.87
Healthcare	14.67	5.49
Basic Materials	3.07	9.8
Technology	3.16	12.73
Consumer Defensive	3.93	5.05
Industrials	12.72	5.88
Communication Services	5.03	8.11
Real Estate	1.04	-
Utilities	-	3.6