Quant ESG Equity Fund Regular vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
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) | ₹2958 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 | 3% | 0.72% |
6 Month | 7.03% | 3.65% |
1 Year | 6.92% | -7.28% |
3 Year | 23.76% | 19.85% |
5 Year | 25.27% | - |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 10.02% | 7.04% |
1 Year | 14.41% | 2.7% |
3 Year | 22.93% | 14.99% |
5 Year | 20.51% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 27.07% | 22.83% |
3 Year | 19.68% | 28.77% |
5 Year | 24.13% | - |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.91% | 18.756% |
Sharp | 1.25% | 0.643% |
Beta | - | 1.112% |
Alpha | - | 6.426% |
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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 | 20.01 | 16.71 |
Large Cap | 35.59 | 60.16 |
Mid Cap | 26.62 | 4.15 |
Small Cap | 17.78 | 18.98 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 18.5 | 12.85 |
Energy | 3.25 | 0.44 |
Consumer Cyclical | 23.52 | 12.32 |
Financial Services | 9.31 | 23.17 |
Healthcare | 12.05 | 18.72 |
Basic Materials | 4.2 | - |
Technology | 2.45 | 3.01 |
Consumer Defensive | 4.66 | 7.69 |
Industrials | 15.46 | - |
Communication Services | 5.6 | - |
Real Estate | 1.01 | 9.5 |
Utilities | - | 12.29 |
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