Quant ESG Equity Fund Regular vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Equity Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2666 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 Equity Fund Regular - Growth |
---|---|---|
1 Month | 4.06% | 5.29% |
6 Month | -3.96% | -8.62% |
1 Year | 10.19% | -0.96% |
3 Year | 17.81% | 15.12% |
5 Year | 27.34% | - |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | -0.68% | 0.32% |
1 Year | -5.59% | -12.46% |
3 Year | 18.91% | 14.01% |
5 Year | 18.71% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 30.75% | 24.8% |
3 Year | 19.85% | 29.82% |
5 Year | 23.88% | - |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.681% | 18.756% |
Sharp | 0.805% | 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 Equity 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 Equity Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 19.52 | 13.27 |
Large Cap | 37.14 | 45.01 |
Small Cap | 15.82 | 20.43 |
Mid Cap | 27.53 | 21.29 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 19.52 | 13.27 |
Energy | 3.04 | 9.56 |
Consumer Cyclical | 23.59 | 6.97 |
Financial Services | 9.33 | 32.57 |
Healthcare | 10.4 | 19.88 |
Technology | 4.28 | 3.22 |
Consumer Defensive | 4.22 | 8.79 |
Industrials | 16.71 | - |
Communication Services | 5.19 | - |
Basic Materials | 2.78 | - |
Real Estate | 0.94 | - |
Utilities | - | 5.74 |
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