SBI Equity Minimum Variance Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2807 Cr | ₹216 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 31 Oct 2019 | 19 Mar 2019 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | NIFTY 50 TRI |
Turn Over | 9.69% | 37% |
Expense Ratio | 1.88 | 0.75 |
Manager | Arjun Khanna | Pradeep Kesavan |
ISIN Code | INF174KA1EW8 | INF200KA1A48 |
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 | SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% 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 | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.11% | 1.21% |
6 Month | 5.4% | 3.96% |
1 Year | 5.98% | -0.25% |
3 Year | 24.12% | 16.42% |
5 Year | 25.35% | 19.58% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
6 Month | 12.11% | 6.6% |
1 Year | 16.56% | 4.33% |
3 Year | 23.4% | 12.77% |
5 Year | 20.69% | 14.4% |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
1 Year | 27.07% | 16.43% |
3 Year | 19.68% | 17.98% |
5 Year | 24.13% | 18.51% |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.91% | 13.75% |
Sharp | 1.25% | 0.81% |
Beta | - | 1.02% |
Alpha | - | -0.57% |
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Fund Managers
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Pradeep Kesavan |
Total AUM | ₹169639 Cr | ₹434274 Cr |
Funds Managed | 24 | 43 |
Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Others | 20.55 | 1.1 |
Large Cap | 35.6 | 95.57 |
Small Cap | 16.89 | - |
Mid Cap | 26.96 | 3.33 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Others | 19.02 | 0.17 |
Energy | 3.24 | 3.99 |
Consumer Cyclical | 22.49 | 9.47 |
Financial Services | 9.49 | 17.91 |
Healthcare | 12.68 | 17.43 |
Technology | 2.53 | 11.94 |
Consumer Defensive | 4.83 | 24.62 |
Industrials | 16.53 | 3.38 |
Communication Services | 5.56 | 2.91 |
Basic Materials | 2.88 | 6.33 |
Real Estate | 0.74 | - |
Utilities | - | 1.85 |
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