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Tata Quant Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Tata Quant Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2807 Cr | ₹66 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 27 Jan 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | BSE 200 |
| Turn Over | 9.69% | 349.61% |
| Expense Ratio | 1.88 | 2.4 |
| Manager | Arjun Khanna | Sailesh Jain |
| ISIN Code | INF174KA1EW8 | INF277K016Y9 |
| 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 Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.7% | -100% |
| 6 Month | 4.42% | -100% |
| 1 Year | 8.44% | -100% |
| 3 Year | 25.45% | -100% |
| 5 Year | 26.81% | -100% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 12% | -4.23% |
| 1 Year | 15.35% | -11.46% |
| 3 Year | 23.92% | 10.52% |
| 5 Year | 21.01% | 11.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 27.07% | 17.66% |
| 3 Year | 19.68% | 13.42% |
| 5 Year | 24.13% | 13.62% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.37% | 14.21% |
| Sharp | 0.99% | 0.361% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Name | Arjun Khanna | Sailesh Jain |
| Total AUM | ₹169639 Cr | ₹17041 Cr |
| Funds Managed | 24 | 7 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Others | 19.52 | 5.33 |
| Large Cap | 37.14 | 49.88 |
| Small Cap | 15.82 | 0 |
| Mid Cap | 27.53 | 44.78 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Others | 19.52 | 5.33 |
| Energy | 3.04 | 0.84 |
| Consumer Cyclical | 23.59 | 4.18 |
| Financial Services | 9.33 | 30.17 |
| Healthcare | 10.4 | 8.14 |
| Technology | 4.28 | 19.92 |
| Consumer Defensive | 4.22 | 0 |
| Industrials | 16.71 | 4.39 |
| Communication Services | 5.19 | 4.46 |
| Basic Materials | 2.78 | 15.9 |
| Real Estate | 0.94 | 0 |
| Utilities | - | 6.67 |
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