- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3315 Cr | ₹3772 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 | 1.93 |
| 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 | -2.5% | 0.65% |
| 6 Month | 4.21% | 1.55% |
| 1 Year | 2.63% | -4.26% |
| 3 Year | 22.04% | 11.31% |
| 5 Year | 18.62% | 14.16% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.51% | 1.43% |
| 1 Year | 14.1% | 7.39% |
| 3 Year | 18.13% | 7.37% |
| 5 Year | 17.39% | 9.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.11% | 14.74% |
| 3 Year | 20.17% | 16.14% |
| 5 Year | 23.99% | 16.09% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.04% | 12.5% |
| Sharp | 1.12% | 0.41% |
| Beta | - | 0.86% |
| Alpha | - | -0.15% |
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 | 26.39 | 6.72 |
| Large Cap | 31.62 | 51.59 |
| Mid Cap | 25.06 | 29.41 |
| Small Cap | 16.92 | 12.27 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 20.4 | 6.26 |
| Energy | 3.03 | 4 |
| Consumer Cyclical | 22.39 | 15.22 |
| Financial Services | 10.56 | - |
| Healthcare | 14.67 | 12.27 |
| Basic Materials | 3.07 | 11.1 |
| Technology | 3.16 | 23.79 |
| Consumer Defensive | 3.93 | 11.74 |
| Industrials | 12.72 | 11.93 |
| Communication Services | 5.03 | - |
| Real Estate | 1.04 | - |
| Utilities | - | 3.69 |
Top Comparisons
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.4%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.22%
LIC MF Small Cap Fund Regular - Growth
3Y Returns15.13%
Axis Small Cap Fund Regular Growth
3Y Returns16.9%
Bandhan Short Duration Fund - Regular Plan - Growth
3Y Returns7.35%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.36%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.26%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.43%
