Quant ESG Equity Fund Regular vs Kotak Pioneer Fund compare

Quant ESG Equity Fund Regular vs Kotak Pioneer Fund compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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Quant ESG Integration Strategy Fund Regular - Growth

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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	Quant ESG Integration Strategy Fund Regular - Growth
Fund	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹3285 Cr	₹288 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	31 Oct 2019	05 Nov 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI,MSCI ACWI Information Technology TRI	NIFTY 100 ESG TRI
Turn Over	9.69%	%
Expense Ratio	1.88	2.42
Manager	Arjun Khanna	Sanjeev Sharma
ISIN Code	INF174KA1EW8	INF966L01AB8
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	Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	-1.15%	0.99%
6 Month	6.02%	0.42%
1 Year	5.49%	-3.61%
3 Year	21.61%	13.41%
5 Year	19.71%	24.82%

SIP Return Analysis

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	0.82%	2.87%
1 Year	16.34%	11.37%
3 Year	19.09%	11.02%
5 Year	17.95%	15.87%

Rolling Lumpsum Returns

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	22.11%	19.31%
3 Year	20.17%	23.01%
5 Year	23.99%	26.68%

Risk Management

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	13.04%	18.756%
Sharp	1.12%	0.643%
Beta	-	1.112%
Alpha	-	6.426%

Fund Managers

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Name	Arjun Khanna	Sanjeev Sharma
Total AUM	₹169639 Cr	₹39731 Cr
Funds Managed	24	22
	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Integration Strategy Fund Regular - Growth

Market Cap

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Others	25.67	45.25
Large Cap	31.61	46.52
Mid Cap	25.54	5.28
Small Cap	17.18	2.95

Sector Allocation

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Others	20.37	28.37
Energy	2.9	4.5
Consumer Cyclical	22.94	12.71
Financial Services	10.7	2.95
Healthcare	15	4.64
Basic Materials	3.15	4.51
Technology	2.24	3.96
Consumer Defensive	3.98	7.53
Industrials	12.44	-
Communication Services	5.31	-
Real Estate	0.97	10.19
Utilities	-	20.62

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