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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) | ₹3315 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 | -1.7% | - |
| 6 Month | 0.88% | - |
| 1 Year | 10.32% | - |
| 3 Year | 22.13% | - |
| 5 Year | 17.13% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.67% | - |
| 1 Year | 11.56% | - |
| 3 Year | 16.5% | - |
| 5 Year | 16.64% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 21.1% | 18.29% |
| 3 Year | 20.27% | 13.54% |
| 5 Year | 23.77% | 7.96% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.71% | 14.21% |
| Sharp | 0.98% | 0.361% |
| Beta | 0.81% | - |
| Alpha | 2.52% | - |
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 | 26.39 | 6.08 |
| Large Cap | 31.62 | 50.12 |
| Mid Cap | 25.06 | 43.8 |
| Small Cap | 16.92 | - |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Others | 20.4 | 6.08 |
| Energy | 3.03 | 0.8 |
| Consumer Cyclical | 22.39 | 4.12 |
| Financial Services | 10.56 | 30.79 |
| Healthcare | 14.67 | 7.47 |
| Basic Materials | 3.07 | 16.68 |
| Technology | 3.16 | 18.74 |
| Consumer Defensive | 3.93 | - |
| Industrials | 12.72 | 4.37 |
| Communication Services | 5.03 | 4.29 |
| Real Estate | 1.04 | - |
| Utilities | - | 6.66 |
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