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Quant ESG Equity Fund Regular vs Kotak Pioneer Fund compare

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tortoise-icon Kotak Pioneer Fund- Regular Plan- Growth Option

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tortoise-icon Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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