SBI Magnum Equity ESG Fund vs Kotak Pioneer Fund compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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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	₹5715 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

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
1 Month	3.75%	1.64%
6 Month	-1.55%	-2.37%
1 Year	7.23%	4.06%
3 Year	23.65%	17.83%
5 Year	26.82%	20.62%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
6 Month	9.04%	6.41%
1 Year	9.12%	4.97%
3 Year	21.95%	14.24%
5 Year	19.95%	14.35%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
1 Year	27.07%	12.2%
3 Year	19.68%	12.45%
5 Year	24.13%	13.02%

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%	0.77%
Beta	-	0.86%
Alpha	-	1.43%

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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

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Others	19.52	3.94
Large Cap	37.14	78.8
Small Cap	15.82	3.45
Mid Cap	27.53	13.81

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Others	19.52	3.94
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	-	3.58
Electrical Equipment	-	4.8
IT - Software	-	11
IT - Services	-	1.53
Construction	-	4.4
Diversified FMCG	-	2.28
Non - Ferrous Metals	-	1.89
Banks	-	30.47
Automobiles	-	8.31
Auto Components	-	2.37
Finance	-	2.89
Agricultural, Commercial & Construction Vehicles	-	0.53
Consumer Durables	-	0.98
Personal Products	-	0.96
Industrial Products	-	2.03
Pharmaceuticals & Biotechnology	-	2.49
Retailing	-	1.58
Cement & Cement Products	-	3.67
Realty	-	1.09
Healthcare Services	-	1.25
Power	-	1.66
Textiles & Apparels	-	1.84
Insurance	-	3
Leisure Services	-	1.46