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) | ₹2666 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 | 3.82% | -100% |
6 Month | -4.34% | -100% |
1 Year | 9.53% | -100% |
3 Year | 17.71% | -100% |
5 Year | 26.59% | -100% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
6 Month | -0.68% | -4.23% |
1 Year | -5.59% | -11.46% |
3 Year | 18.91% | 10.52% |
5 Year | 18.71% | 11.18% |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
1 Year | 30.75% | 18.99% |
3 Year | 19.85% | 13.85% |
5 Year | 23.88% | 7.67% |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.681% | 14.21% |
Sharp | 0.805% | 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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