Nippon India Quant Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Nippon India Quant Fund -Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3342 Cr | ₹110 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 18 Apr 2008 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | BSE 200 |
| Turn Over | 9.69% | 119% |
| Expense Ratio | 1.88 | 0.94 |
| Manager | Arjun Khanna | Ashutosh Bhargava |
| ISIN Code | INF174KA1EW8 | INF204K01760 |
| 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 | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Month | -4.64% | -3.57% |
| 6 Month | -3.41% | -0.46% |
| 1 Year | 7.39% | 9.16% |
| 3 Year | 21.23% | 18.58% |
| 5 Year | 16.63% | 18.27% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 6 Month | -5.13% | -1.48% |
| 1 Year | 0.89% | 3.85% |
| 3 Year | 13.45% | 12.92% |
| 5 Year | 15.25% | 15.93% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 21.02% | 10.93% |
| 3 Year | 20.31% | 11.91% |
| 5 Year | 23.75% | 12.02% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.71% | 13.02% |
| Sharp | 0.98% | 1.07% |
| Beta | 0.81% | 0.99% |
| Alpha | 2.52% | 3.56% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Ashutosh Bhargava |
| Total AUM | ₹169639 Cr | ₹121448 Cr |
| Funds Managed | 24 | 12 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 25.59 | 5.39 |
| Large Cap | 32.54 | 74.94 |
| Mid Cap | 25.34 | 19.67 |
| Small Cap | 16.53 | - |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 20.61 | 1.16 |
| Energy | 3.01 | 8.89 |
| Consumer Cyclical | 23.99 | 14.45 |
| Financial Services | 10.54 | 31.64 |
| Healthcare | 12.96 | 3.93 |
| Basic Materials | 2.94 | 5.41 |
| Technology | 3.2 | 7.8 |
| Consumer Defensive | 3.94 | 3.97 |
| Industrials | 12.75 | 16.15 |
| Communication Services | 5.09 | 4.21 |
| Real Estate | 0.97 | - |
| Utilities | - | 2.4 |
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