Kotak Pioneer Fund vs Nippon India Quant Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Nippon India Quant Fund -Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3285 Cr | ₹107 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 18 Apr 2008 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | BSE 200 |
| Turn Over | 9.69% | 119% |
| Expense Ratio | 1.88 | 0.94 |
| Manager | Arjun Khanna | Ashutosh Bhargava |
| ISIN Code | INF174KA1EW8 | INF204K01760 |
| 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 | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Month | -1.38% | 0.85% |
| 6 Month | 7.95% | 6.24% |
| 1 Year | 8.51% | 7.4% |
| 3 Year | 22.31% | 19.61% |
| 5 Year | 20.5% | 21.15% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.02% | 2.76% |
| 1 Year | 15.72% | 13.74% |
| 3 Year | 20.01% | 17.35% |
| 5 Year | 18.6% | 18.41% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 22.27% | 11.13% |
| 3 Year | 20.15% | 11.81% |
| 5 Year | 24.02% | 11.97% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.97% | 13.02% |
| Sharp | 1.16% | 1.01% |
| Beta | - | 0.99% |
| Alpha | - | 3.41% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Ashutosh Bhargava |
| Total AUM | ₹169639 Cr | ₹121448 Cr |
| Funds Managed | 24 | 12 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 25.67 | 6.7 |
| Large Cap | 31.61 | 74.98 |
| Mid Cap | 25.54 | 18.32 |
| Small Cap | 17.18 | - |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 20.37 | 2.09 |
| Energy | 2.9 | 7.68 |
| Consumer Cyclical | 22.94 | 13 |
| Financial Services | 10.7 | 32.12 |
| Healthcare | 15 | 5.49 |
| Basic Materials | 3.15 | 6.57 |
| Technology | 2.24 | 9.15 |
| Consumer Defensive | 3.98 | 4.16 |
| Industrials | 12.44 | 13.01 |
| Communication Services | 5.31 | 4.22 |
| Real Estate | 0.97 | 0 |
| Utilities | - | 2.52 |
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