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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) | ₹3053 Cr | ₹3601 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 | 1.93 |
| 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 | 3.47% | 3.8% |
| 6 Month | 23.17% | 10.75% |
| 1 Year | 7.11% | -11.1% |
| 3 Year | 21.6% | 10.53% |
| 5 Year | 23.57% | 17.78% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 8.69% | 3.53% |
| 1 Year | 22.39% | 3.64% |
| 3 Year | 23.49% | 9.24% |
| 5 Year | 20.34% | 11.24% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 25.1% | 13.53% |
| 3 Year | 19.85% | 13.59% |
| 5 Year | 25.17% | 14.6% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.39% | 12.5% |
| Sharp | 1.01% | 0.41% |
| Beta | - | 0.85% |
| Alpha | - | -0.36% |
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 | 21.42 | 6.05 |
| Large Cap | 34.75 | 43.87 |
| Mid Cap | 26.11 | 35.11 |
| Small Cap | 17.72 | 14.97 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 18.07 | 6.05 |
| Energy | 2.94 | 6.2 |
| Consumer Cyclical | 23 | 12.89 |
| Financial Services | 9.05 | - |
| Healthcare | 14.77 | 13.81 |
| Basic Materials | 3.67 | 14.11 |
| Technology | 2.65 | 19.3 |
| Consumer Defensive | 4.67 | 11.01 |
| Industrials | 15 | 12.54 |
| Communication Services | 5.17 | - |
| Real Estate | 1.02 | - |
| Utilities | - | 4.1 |
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