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) | ₹3315 Cr | ₹109 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 | -2.5% | -0.44% |
| 6 Month | 4.21% | 4.58% |
| 1 Year | 2.63% | 3.37% |
| 3 Year | 22.04% | 19.26% |
| 5 Year | 18.62% | 19.66% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 6 Month | -0.51% | 2.67% |
| 1 Year | 14.1% | 15.16% |
| 3 Year | 18.13% | 16.45% |
| 5 Year | 17.39% | 17.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 21.67% | 11.01% |
| 3 Year | 20.21% | 11.85% |
| 5 Year | 23.92% | 11.99% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.04% | 13.02% |
| Sharp | 1.12% | 0.99% |
| Beta | - | 0.99% |
| Alpha | - | 3.57% |
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 | 26.39 | 5.51 |
| Large Cap | 31.62 | 76.72 |
| Mid Cap | 25.06 | 17.77 |
| Small Cap | 16.92 | - |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 20.4 | 0.89 |
| Energy | 3.03 | 8.29 |
| Consumer Cyclical | 22.39 | 14.42 |
| Financial Services | 10.56 | 32.37 |
| Healthcare | 14.67 | 5.15 |
| Basic Materials | 3.07 | 4.85 |
| Technology | 3.16 | 8.17 |
| Consumer Defensive | 3.93 | 4.09 |
| Industrials | 12.72 | 15.14 |
| Communication Services | 5.03 | 4.24 |
| Real Estate | 1.04 | - |
| Utilities | - | 2.4 |
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