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 | 3.82% | 2.49% |
6 Month | -4.34% | -2.38% |
1 Year | 9.53% | 7.66% |
3 Year | 17.71% | 13.36% |
5 Year | 26.59% | 20.16% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
---|---|---|
6 Month | -0.68% | 0.76% |
1 Year | -5.59% | -3.62% |
3 Year | 18.91% | 13.21% |
5 Year | 18.71% | 14.23% |
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% | 0.29% |
Beta | - | 0.89% |
Alpha | - | 0.07% |
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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 | 3.57 |
Large Cap | 37.14 | 78.4 |
Small Cap | 15.82 | 4.27 |
Mid Cap | 27.53 | 13.76 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
---|---|---|
Others | 19.52 | 2.02 |
Energy | 3.04 | 3.3 |
Consumer Cyclical | 23.59 | 15.76 |
Financial Services | 9.33 | 35.59 |
Healthcare | 10.4 | 3.54 |
Technology | 4.28 | 16.49 |
Consumer Defensive | 4.22 | 3.28 |
Industrials | 16.71 | 12.01 |
Communication Services | 5.19 | - |
Basic Materials | 2.78 | 5.51 |
Real Estate | 0.94 | 1.05 |
Utilities | - | 1.46 |
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