Kotak Pioneer Fund vs Quant ESG Equity Fund Regular compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹3053 Cr | ₹288 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 31 Oct 2019 | 05 Nov 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% | % |
Expense Ratio | 1.88 | 2.42 |
Manager | Arjun Khanna | Sanjeev Sharma |
ISIN Code | INF174KA1EW8 | INF966L01AB8 |
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 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Month | -0.89% | -0.07% |
6 Month | 21.09% | 7.95% |
1 Year | 3.62% | -9.73% |
3 Year | 23.59% | 15.73% |
5 Year | 22.47% | - |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 4.93% | 0.39% |
1 Year | 21.62% | 5.31% |
3 Year | 22.22% | 11.04% |
5 Year | 19.6% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 24.09% | 20.52% |
3 Year | 19.97% | 24.56% |
5 Year | 24.46% | - |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.98% | 18.756% |
Sharp | 1.16% | 0.643% |
Beta | - | 1.112% |
Alpha | - | 6.426% |
Fund Managers
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Name | Arjun Khanna | Sanjeev Sharma |
Total AUM | ₹169639 Cr | ₹39731 Cr |
Funds Managed | 24 | 22 |
Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 22.39 | 13.85 |
Large Cap | 33.74 | 60.46 |
Mid Cap | 26.18 | 6.06 |
Small Cap | 17.7 | 19.63 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 18.95 | 10.14 |
Energy | 2.85 | 0.42 |
Consumer Cyclical | 24.33 | 13.47 |
Financial Services | 8.59 | 28.7 |
Healthcare | 14.92 | 6.06 |
Basic Materials | 3.65 | - |
Technology | 2.57 | 10.36 |
Consumer Defensive | 4.83 | 8.59 |
Industrials | 13.44 | - |
Communication Services | 4.93 | - |
Real Estate | 0.95 | 9.38 |
Utilities | - | 12.88 |
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