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) | ₹3148 Cr | ₹103 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 | -0.32% | 4.44% |
| 6 Month | 14.04% | 8.81% |
| 1 Year | 8.74% | 7.05% |
| 3 Year | 23.4% | 20.63% |
| 5 Year | 22.85% | 22.71% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 3.18% | 3% |
| 1 Year | 19.21% | 13.77% |
| 3 Year | 21.77% | 18% |
| 5 Year | 19.5% | 18.81% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 24.09% | 11.49% |
| 3 Year | 19.97% | 11.69% |
| 5 Year | 24.46% | 11.91% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.98% | 13.02% |
| Sharp | 1.16% | 1.05% |
| Beta | - | 1% |
| Alpha | - | 4.08% |
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 | 23.78 | 5.42 |
| Large Cap | 32.61 | 76.36 |
| Mid Cap | 25.4 | 18.22 |
| Small Cap | 18.21 | - |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 20.63 | 0.92 |
| Energy | 2.77 | 7.14 |
| Consumer Cyclical | 24.14 | 15.29 |
| Financial Services | 9.64 | 32.23 |
| Healthcare | 14.25 | 5.11 |
| Basic Materials | 3.15 | 4.63 |
| Technology | 2.45 | 9.26 |
| Consumer Defensive | 4.4 | 4.42 |
| Industrials | 13.14 | 12.75 |
| Communication Services | 4.51 | 4.01 |
| Real Estate | 0.93 | 1.59 |
| Utilities | - | 2.64 |
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