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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) | ₹3342 Cr | ₹3817 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 | -3.33% | -2.34% |
| 6 Month | -1.43% | -1.46% |
| 1 Year | 5.51% | -0.98% |
| 3 Year | 21.28% | 11.22% |
| 5 Year | 16.82% | 12.11% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.98% | 1.05% |
| 1 Year | 7.03% | 6.33% |
| 3 Year | 14.97% | 6.39% |
| 5 Year | 15.95% | 9.07% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.02% | 14.6% |
| 3 Year | 20.31% | 15.93% |
| 5 Year | 23.75% | 16.06% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.71% | 12.5% |
| Sharp | 0.98% | 0.53% |
| Beta | 0.81% | 0.85% |
| Alpha | 2.52% | 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 | 25.59 | 8.92 |
| Large Cap | 32.54 | 49.56 |
| Mid Cap | 25.34 | 29.55 |
| Small Cap | 16.53 | 11.97 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 20.61 | 8.38 |
| Energy | 3.01 | 4.17 |
| Consumer Cyclical | 23.99 | 15.18 |
| Financial Services | 10.54 | - |
| Healthcare | 12.96 | 12.14 |
| Basic Materials | 2.94 | 11.07 |
| Technology | 3.2 | 23.6 |
| Consumer Defensive | 3.94 | 11.86 |
| Industrials | 12.75 | 10.56 |
| Communication Services | 5.09 | - |
| Real Estate | 0.97 | - |
| Utilities | - | 3.03 |
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