Kotak Pioneer Fund vs Tata Ethical Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2666 Cr | ₹3253 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 31 Oct 2019 | 21 Aug 1996 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | Nifty 500 Shariah TRI |
Turn Over | 9.69% | 11.72% |
Expense Ratio | 1.88 | 1.92 |
Manager | Arjun Khanna | Abhinav Sharma |
ISIN Code | INF174KA1EW8 | INF277K01956 |
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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Month | 6.97% | 3.71% |
6 Month | 1.5% | -4% |
1 Year | 9.88% | -0.47% |
3 Year | 22.32% | 13.12% |
5 Year | 28.44% | 21.74% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | 5.82% | 2.74% |
1 Year | 5.77% | -6.03% |
3 Year | 22.07% | 10.92% |
5 Year | 20.17% | 13.32% |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 30.75% | 13.97% |
3 Year | 19.85% | 13.84% |
5 Year | 23.88% | 14.38% |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.681% | 12.5% |
Sharp | 0.805% | 0.34% |
Beta | - | 0.86% |
Alpha | - | -0.44% |
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Fund Managers
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Name | Arjun Khanna | Abhinav Sharma |
Total AUM | ₹169639 Cr | ₹5613 Cr |
Funds Managed | 24 | 3 |
Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 19.52 | 7.38 |
Large Cap | 37.14 | 40.21 |
Small Cap | 15.82 | 15 |
Mid Cap | 27.53 | 37.41 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 19.52 | 7.38 |
Energy | 3.04 | - |
Consumer Cyclical | 23.59 | - |
Financial Services | 9.33 | - |
Healthcare | 10.4 | - |
Technology | 4.28 | - |
Consumer Defensive | 4.22 | - |
Industrials | 16.71 | - |
Communication Services | 5.19 | - |
Basic Materials | 2.78 | - |
Real Estate | 0.94 | - |
Industrial Products | - | 5 |
Consumer Durables | - | 6.11 |
Fertilizers & Agrochemicals | - | 2.67 |
Petroleum Products | - | 3.77 |
Diversified FMCG | - | 4 |
Pharmaceuticals & Biotechnology | - | 12.46 |
IT - Software | - | 15.81 |
Healthcare Services | - | 3.17 |
Cement & Cement Products | - | 5.7 |
Chemicals & Petrochemicals | - | 5.38 |
Auto Components | - | 6.36 |
Personal Products | - | 3.45 |
Gas | - | 5.61 |
IT - Services | - | 0.89 |
Non - Ferrous Metals | - | 0.44 |
Automobiles | - | 2 |
Agricultural Food & other Products | - | 2.27 |
Retailing | - | 1.45 |
Food Products | - | 0.8 |
Electrical Equipment | - | 1.72 |
Oil | - | 1.18 |
Diversified | - | 0.62 |
Ferrous Metals | - | 0.57 |
Textiles & Apparels | - | 1.19 |
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