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SBI Magnum Equity ESG Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3023 Cr | ₹5666 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 01 Jan 1991 |
| 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% | 31% |
| Expense Ratio | 1.88 | 1.94 |
| Manager | Arjun Khanna | Rohit Shimpi |
| ISIN Code | INF174KA1EW8 | INF200K01214 |
| 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 ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Month | 2.79% | -0.25% |
| 6 Month | 17.3% | 8.4% |
| 1 Year | 8.43% | 0.79% |
| 3 Year | 21.49% | 12.8% |
| 5 Year | 23.59% | 17.58% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 6 Month | 9.34% | 1.81% |
| 1 Year | 16.44% | 1.83% |
| 3 Year | 22.64% | 11.73% |
| 5 Year | 20% | 12.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Year | 25.1% | 12.01% |
| 3 Year | 19.85% | 12.54% |
| 5 Year | 25.17% | 13.08% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Standard Deviation | 13.42% | 12.36% |
| Sharp | 1.11% | 0.68% |
| Beta | - | 0.89% |
| Alpha | - | 0.23% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Name | Arjun Khanna | Rohit Shimpi |
| Total AUM | ₹169639 Cr | ₹15441 Cr |
| Funds Managed | 24 | 6 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 21.42 | 4.2 |
| Large Cap | 34.75 | 78.37 |
| Mid Cap | 26.11 | 13.02 |
| Small Cap | 17.72 | 4.41 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 18.07 | 4.2 |
| Energy | 2.94 | 3.47 |
| Consumer Cyclical | 23 | 14.61 |
| Financial Services | 9.05 | 35.27 |
| Healthcare | 14.77 | 4.03 |
| Basic Materials | 3.67 | 5.81 |
| Technology | 2.65 | 12.16 |
| Consumer Defensive | 4.67 | 3.22 |
| Industrials | 15 | 14.64 |
| Communication Services | 5.17 | - |
| Real Estate | 1.02 | 1.04 |
| Utilities | - | 1.54 |
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