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)	₹2666 Cr	₹861 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	6.26%	2.11%
6 Month	2.55%	2.87%
1 Year	10.3%	5.69%
3 Year	22.53%	15.66%
5 Year	28.3%	-

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
6 Month	5.82%	6.33%
1 Year	5.77%	4.46%
3 Year	22.07%	14.73%
5 Year	20.17%	-

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
1 Year	30.75%	13.94%
3 Year	19.85%	12.63%
5 Year	23.88%	-

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Standard Deviation	13.681%	13.958%
Sharp	0.805%	0.268%
Beta	-	0.953%
Alpha	-	-1.104%

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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	19.52	3.68
Large Cap	37.14	81.52
Small Cap	15.82	3.85
Mid Cap	27.53	10.95

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Others	19.52	1.44
Energy	3.04	2.25
Consumer Cyclical	23.59	16.69
Financial Services	9.33	24.19
Healthcare	10.4	6.91
Technology	4.28	15.06
Consumer Defensive	4.22	3.88
Industrials	16.71	6.63
Communication Services	5.19	6.69
Basic Materials	2.78	13.16
Real Estate	0.94	-
Utilities	-	3.09