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Kotak Pioneer Fund vs Tata Ethical Fund compare

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

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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