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) | ₹3315 Cr | ₹110 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 | 0.18% | 0.66% |
| 6 Month | 1.42% | 1.52% |
| 1 Year | 6.05% | 9.18% |
| 3 Year | 23% | 19.68% |
| 5 Year | 17.49% | 18.43% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 6 Month | -0.67% | 2.1% |
| 1 Year | 11.56% | 11.58% |
| 3 Year | 16.5% | 14.85% |
| 5 Year | 16.64% | 16.78% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 21.1% | 10.89% |
| 3 Year | 20.27% | 11.9% |
| 5 Year | 23.77% | 12.01% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.71% | 13.02% |
| Sharp | 0.98% | 1.07% |
| Beta | 0.81% | 0.99% |
| Alpha | 2.52% | 3.56% |
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 | 26.39 | 5.39 |
| Large Cap | 31.62 | 74.94 |
| Mid Cap | 25.06 | 19.67 |
| Small Cap | 16.92 | - |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 20.4 | 1.16 |
| Energy | 3.03 | 8.89 |
| Consumer Cyclical | 22.39 | 14.45 |
| Financial Services | 10.56 | 31.64 |
| Healthcare | 14.67 | 3.93 |
| Basic Materials | 3.07 | 5.41 |
| Technology | 3.16 | 7.8 |
| Consumer Defensive | 3.93 | 3.97 |
| Industrials | 12.72 | 16.15 |
| Communication Services | 5.03 | 4.21 |
| Real Estate | 1.04 | - |
| Utilities | - | 2.4 |
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