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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) | ₹3148 Cr | ₹3616 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 21 Aug 1996 |
| Category | Best SIP | Best SIP |
| 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 | 1.93 |
| 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 | 2.75% | 1.57% |
| 6 Month | 15.67% | 3.74% |
| 1 Year | 10.64% | -5.23% |
| 3 Year | 23.4% | 10.92% |
| 5 Year | 23.61% | 16.77% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.28% | -0.73% |
| 1 Year | 16.61% | 0.36% |
| 3 Year | 20.3% | 6.19% |
| 5 Year | 18.63% | 9.2% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 24.09% | 13.35% |
| 3 Year | 19.97% | 13.44% |
| 5 Year | 24.46% | 14.75% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.99% | 12.97% |
| Sharp | 1.17% | 0.36% |
| Beta | - | 0.86% |
| Alpha | - | -0.78% |
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 | 23.78 | 8.67 |
| Large Cap | 32.61 | 46.63 |
| Mid Cap | 25.4 | 30.58 |
| Small Cap | 18.21 | 14.12 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 20.63 | 8.67 |
| Energy | 2.77 | 5.21 |
| Consumer Cyclical | 24.14 | 14.11 |
| Financial Services | 9.64 | - |
| Healthcare | 14.25 | 12.94 |
| Basic Materials | 3.15 | 11.57 |
| Technology | 2.45 | 20.48 |
| Consumer Defensive | 4.4 | 10.65 |
| Industrials | 13.14 | 12.34 |
| Communication Services | 4.51 | - |
| Real Estate | 0.93 | - |
| Utilities | - | 4.04 |
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