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SBI Magnum Equity ESG Fund vs Kotak Pioneer Fund compare

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

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tortoise-icon SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - 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 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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