Tata Ethical Fund vs Kotak Pioneer Fund compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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Tata Ethical Fund-Regular Plan - Growth Option

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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	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)	₹2807 Cr	₹3456 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

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	4.35%	2.4%
6 Month	3.59%	-3.24%
1 Year	7.21%	-4.58%
3 Year	25.6%	15.05%
5 Year	26.5%	20.08%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	12%	5.9%
1 Year	15.35%	-2.25%
3 Year	23.92%	10.87%
5 Year	21.01%	13.01%

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%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	14.37%	12.5%
Sharp	0.99%	0.48%
Beta	-	0.87%
Alpha	-	-0.97%

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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

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

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