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) | ₹2666 Cr | ₹5544 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 | 5.37% | 3.16% |
6 Month | 1.78% | 1.28% |
1 Year | 9.77% | 7.34% |
3 Year | 22.45% | 17.11% |
5 Year | 28.42% | 22.85% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
---|---|---|
6 Month | 4.67% | 5.24% |
1 Year | 3.62% | 4.26% |
3 Year | 21.62% | 15.31% |
5 Year | 19.97% | 15.2% |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
---|---|---|
1 Year | 30.75% | 12.48% |
3 Year | 19.85% | 12.47% |
5 Year | 23.88% | 12.9% |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
---|---|---|
Standard Deviation | 13.681% | 12.36% |
Sharp | 0.805% | 0.56% |
Beta | - | 0.87% |
Alpha | - | 1.35% |
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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 | 19.52 | 4.05 |
Large Cap | 37.14 | 77.43 |
Small Cap | 15.82 | 4.32 |
Mid Cap | 27.53 | 14.2 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
---|---|---|
Others | 19.52 | 4.05 |
Energy | 3.04 | - |
Consumer Cyclical | 23.59 | - |
Financial Services | 9.33 | - |
Healthcare | 10.4 | - |
Technology | 4.28 | - |
Consumer Defensive | 4.22 | - |
Industrials | 16.71 | - |
Communication Services | 5.19 | - |
Basic Materials | 2.78 | - |
Real Estate | 0.94 | - |
Petroleum Products | - | 3.32 |
IT - Software | - | 11.61 |
IT - Services | - | 1.66 |
Construction | - | 4.7 |
Diversified FMCG | - | 2.25 |
Non - Ferrous Metals | - | 2.11 |
Banks | - | 29.68 |
Automobiles | - | 7.98 |
Auto Components | - | 2.34 |
Electrical Equipment | - | 4.2 |
Finance | - | 3.01 |
Agricultural, Commercial & Construction Vehicles | - | 0.71 |
Consumer Durables | - | 1.78 |
Personal Products | - | 0.9 |
Industrial Products | - | 2.27 |
Pharmaceuticals & Biotechnology | - | 2.41 |
Retailing | - | 1.49 |
Cement & Cement Products | - | 3.71 |
Realty | - | 1.1 |
Healthcare Services | - | 1.14 |
Power | - | 1.6 |
Textiles & Apparels | - | 1.76 |
Insurance | - | 2.83 |
Leisure Services | - | 1.39 |
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