- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Pioneer Fund vs SBI Equity Minimum Variance Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Chart Comparison
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) | ₹2666 Cr | ₹214 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.75% | 1.02% |
| 6 Month | -1.55% | -0.46% |
| 1 Year | 7.23% | 0.87% |
| 3 Year | 23.65% | 17.31% |
| 5 Year | 26.82% | 20.18% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.04% | 4.7% |
| 1 Year | 9.12% | 0.14% |
| 3 Year | 21.95% | 12.13% |
| 5 Year | 19.95% | 14.06% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 27.07% | 16.43% |
| 3 Year | 19.68% | 17.98% |
| 5 Year | 24.13% | 18.51% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.681% | 13.168% |
| Sharp | 0.805% | 0.601% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.52 | 1.16 |
| Large Cap | 37.14 | 92.34 |
| Small Cap | 15.82 | - |
| Mid Cap | 27.53 | 6.5 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.52 | 0.12 |
| Energy | 3.04 | 4.95 |
| Consumer Cyclical | 23.59 | 7.97 |
| Financial Services | 9.33 | 12.12 |
| Healthcare | 10.4 | 20.81 |
| Technology | 4.28 | 12.36 |
| Consumer Defensive | 4.22 | 29.22 |
| Industrials | 16.71 | 2.9 |
| Communication Services | 5.19 | 1.55 |
| Basic Materials | 2.78 | 6.06 |
| Real Estate | 0.94 | - |
| Utilities | - | 1.95 |
Top Comparisons
Franklin India Smaller Companies Fund-Growth
3Y Returns29.71%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns20.93%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.89%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.89%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.63%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.63%
