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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) | ₹3285 Cr | ₹5720 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 | -1.03% | 1.45% |
| 6 Month | 3.26% | 2.17% |
| 1 Year | 2.82% | 1.81% |
| 3 Year | 21.62% | 13.21% |
| 5 Year | 19.22% | 14.49% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 6 Month | 0.82% | 4.17% |
| 1 Year | 16.34% | 15.72% |
| 3 Year | 19.09% | 13.24% |
| 5 Year | 17.95% | 12.92% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Year | 22.11% | 12.63% |
| 3 Year | 20.17% | 13.93% |
| 5 Year | 23.99% | 14.33% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 12.36% |
| Sharp | 1.12% | 0.67% |
| Beta | - | 0.88% |
| Alpha | - | -0.02% |
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 | 25.67 | 1.83 |
| Large Cap | 31.61 | 78.59 |
| Mid Cap | 25.54 | 15.51 |
| Small Cap | 17.18 | 4.07 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 20.37 | 1.83 |
| Energy | 2.9 | 2.87 |
| Consumer Cyclical | 22.94 | 16.17 |
| Financial Services | 10.7 | 34.79 |
| Healthcare | 15 | 2.66 |
| Basic Materials | 3.15 | 9.57 |
| Technology | 2.24 | 11.11 |
| Consumer Defensive | 3.98 | 4.27 |
| Industrials | 12.44 | 13.01 |
| Communication Services | 5.31 | - |
| Real Estate | 0.97 | 2.21 |
| Utilities | - | 1.51 |
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