- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Ethical Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2666 Cr | ₹3253 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | Nifty 500 Shariah TRI |
| Turn Over | 9.69% | 11.72% |
| Expense Ratio | 1.88 | 1.92 |
| Manager | Arjun Khanna | Abhinav Sharma |
| ISIN Code | INF174KA1EW8 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.75% | 2.09% |
| 6 Month | -1.55% | -6.93% |
| 1 Year | 7.23% | -3.75% |
| 3 Year | 23.65% | 14.64% |
| 5 Year | 26.82% | 20.5% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.04% | 4.3% |
| 1 Year | 9.12% | -5.3% |
| 3 Year | 21.95% | 9.93% |
| 5 Year | 19.95% | 12.51% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 27.07% | 13.66% |
| 3 Year | 19.68% | 13.52% |
| 5 Year | 24.13% | 14.51% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.681% | 12.5% |
| Sharp | 0.805% | 0.48% |
| Beta | - | 0.87% |
| Alpha | - | -0.97% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Abhinav Sharma |
| Total AUM | ₹169639 Cr | ₹5613 Cr |
| Funds Managed | 24 | 3 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 19.52 | 8.04 |
| Large Cap | 37.14 | 40.72 |
| Small Cap | 15.82 | 14.62 |
| Mid Cap | 27.53 | 36.62 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 19.52 | 8.04 |
| 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 | - |
| Industrial Products | - | 4.76 |
| Consumer Durables | - | 5.19 |
| Fertilizers & Agrochemicals | - | 2.71 |
| Petroleum Products | - | 3.94 |
| Diversified FMCG | - | 4 |
| Pharmaceuticals & Biotechnology | - | 12.44 |
| IT - Software | - | 15.36 |
| Healthcare Services | - | 2.84 |
| Cement & Cement Products | - | 5.47 |
| Chemicals & Petrochemicals | - | 5.25 |
| Auto Components | - | 6.9 |
| Personal Products | - | 3.6 |
| Gas | - | 5.63 |
| IT - Services | - | 0.8 |
| Automobiles | - | 1.98 |
| Agricultural Food & other Products | - | 2.4 |
| Retailing | - | 1.46 |
| Food Products | - | 0.82 |
| Electrical Equipment | - | 1.73 |
| Oil | - | 1.21 |
| Diversified | - | 0.63 |
| Ferrous Metals | - | 1.61 |
| Textiles & Apparels | - | 1.23 |
Top Comparisons
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns19.14%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns24.07%
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.51%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.06%
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
3Y Returns0%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns13.03%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns15.87%
