Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Pioneer Fund vs SBI Equity Minimum Variance Fund compare

Link copied to clipboard!

tortoise-icon Kotak Pioneer Fund- Regular Plan- Growth Option

Invest Now

tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

Invest Now

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) ₹2807 Cr ₹216 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 5% 2.17%
6 Month 3.64% 4.48%
1 Year 8.1% 2.88%
3 Year 24.79% 17.97%
5 Year 26.28% 20.09%

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option SBI Equity Minimum Variance Fund - Regular Plan - Growth
6 Month 12% 7.1%
1 Year 15.35% 4.92%
3 Year 23.92% 13.75%
5 Year 21.01% 15.02%

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 14.37% 14.22%
Sharp 0.99% 0.61%
Beta - 1.02%
Alpha - -0.44%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns26.13%

VS

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns26.07%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns28.89%

VS

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns27.33%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns22.83%

VS

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns28.56%

Compare Now

Edelweiss Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully