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) | ₹3315 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 | -0.75% | -0.16% |
| 6 Month | 5.73% | 1.54% |
| 1 Year | 4.71% | 3.72% |
| 3 Year | 22.35% | 15.1% |
| 5 Year | 18.81% | 24.18% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.15% | 0.79% |
| 1 Year | 9.53% | 7.87% |
| 3 Year | 17.11% | 10.97% |
| 5 Year | 17.09% | 15.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 21.67% | 19.14% |
| 3 Year | 20.21% | 22.73% |
| 5 Year | 23.92% | 26.1% |
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 | 26.39 | 47.05 |
| Large Cap | 31.62 | 44.6 |
| Mid Cap | 25.06 | 5.6 |
| Small Cap | 16.92 | 2.74 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 20.4 | 30.25 |
| Energy | 3.03 | 9.08 |
| Consumer Cyclical | 22.39 | 12.79 |
| Financial Services | 10.56 | 15.24 |
| Healthcare | 14.67 | 5.01 |
| Basic Materials | 3.07 | 0.84 |
| Technology | 3.16 | 0 |
| Consumer Defensive | 3.93 | 8.84 |
| Industrials | 12.72 | - |
| Communication Services | 5.03 | - |
| Real Estate | 1.04 | 7.85 |
| Utilities | - | 10.1 |
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