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) | ₹3148 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 | -0.92% | 1.49% |
| 6 Month | 13.38% | 6.18% |
| 1 Year | 6.89% | -5.15% |
| 3 Year | 22.51% | 13.76% |
| 5 Year | 22.02% | 26.81% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.75% | 1.3% |
| 1 Year | 17.17% | 8.21% |
| 3 Year | 20.17% | 10.83% |
| 5 Year | 18.45% | 16.14% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 24.09% | 20.52% |
| 3 Year | 19.97% | 24.56% |
| 5 Year | 24.46% | - |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.99% | 18.756% |
| Sharp | 1.17% | 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 | 23.78 | 34.03 |
| Large Cap | 32.61 | 58.94 |
| Mid Cap | 25.4 | 4.36 |
| Small Cap | 18.21 | 2.66 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 20.63 | 16.19 |
| Energy | 2.77 | 3.48 |
| Consumer Cyclical | 24.14 | 12.76 |
| Financial Services | 9.64 | 20.83 |
| Healthcare | 14.25 | 4.36 |
| Basic Materials | 3.15 | - |
| Technology | 2.45 | 9.78 |
| Consumer Defensive | 4.4 | 9.09 |
| Industrials | 13.14 | - |
| Communication Services | 4.51 | - |
| Real Estate | 0.93 | 8.9 |
| Utilities | - | 14.59 |
Top Comparisons
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns20.61%
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
3Y Returns0%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns7.02%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.19%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns7.05%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.98%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.23%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.86%