Kotak Pioneer Fund vs SBI Equity Minimum Variance Fund compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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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	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Fund	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3342 Cr	₹221 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	31 Oct 2019	19 Mar 2019
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI,MSCI ACWI Information Technology TRI	NIFTY 50 TRI
Turn Over	9.69%	37%
Expense Ratio	1.88	0.75
Manager	Arjun Khanna	Pradeep Kesavan
ISIN Code	INF174KA1EW8	INF200KA1A48
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	SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Month	-5.89%	-3.39%
6 Month	-4.71%	0.89%
1 Year	4.61%	5.66%
3 Year	20.41%	12.69%
5 Year	16.34%	13.24%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
6 Month	-5.13%	-3.1%
1 Year	0.89%	-0.34%
3 Year	13.45%	6.74%
5 Year	15.25%	10.33%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Year	21.02%	14.44%
3 Year	20.31%	17.41%
5 Year	23.75%	17.87%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Standard Deviation	12.71%	11.9%
Sharp	0.98%	0.65%
Beta	0.81%	1.06%
Alpha	2.52%	-0.87%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Name	Arjun Khanna	Pradeep Kesavan
Total AUM	₹169639 Cr	₹434274 Cr
Funds Managed	24	43
	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Others	25.59	2.62
Large Cap	32.54	94.34
Mid Cap	25.34	3.05
Small Cap	16.53	-

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Others	20.61	0.12
Energy	3.01	3.9
Consumer Cyclical	23.99	7.43
Financial Services	10.54	17.09
Healthcare	12.96	17.71
Basic Materials	2.94	9.82
Technology	3.2	7.15
Consumer Defensive	3.94	27.9
Industrials	12.75	3.89
Communication Services	5.09	3.16
Real Estate	0.97	-
Utilities	-	1.83