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) | ₹3023 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 | 3.01% | -3.84% |
6 Month | 17.18% | 7.2% |
1 Year | 7.85% | -13.25% |
3 Year | 21.55% | 14.91% |
5 Year | 23.8% | - |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 9.34% | -0.98% |
1 Year | 16.44% | -8.26% |
3 Year | 22.64% | 9.51% |
5 Year | 20% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 25.1% | 21.51% |
3 Year | 19.85% | 27.16% |
5 Year | 25.17% | - |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.42% | 18.756% |
Sharp | 1.11% | 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 | 21.42 | 17.05 |
Large Cap | 34.75 | 56.62 |
Mid Cap | 26.11 | 6.37 |
Small Cap | 17.72 | 19.96 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 18.07 | 13.28 |
Energy | 2.94 | 0.44 |
Consumer Cyclical | 23 | 12.42 |
Financial Services | 9.05 | 30.3 |
Healthcare | 14.77 | 6.37 |
Basic Materials | 3.67 | - |
Technology | 2.65 | 6.68 |
Consumer Defensive | 4.67 | 8.25 |
Industrials | 15 | - |
Communication Services | 5.17 | - |
Real Estate | 1.02 | 9.51 |
Utilities | - | 12.75 |
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