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) | ₹3148 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 | -1.06% | - |
| 6 Month | 13.82% | - |
| 1 Year | 8.27% | - |
| 3 Year | 23.36% | - |
| 5 Year | 22.83% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.18% | - |
| 1 Year | 19.21% | - |
| 3 Year | 21.77% | - |
| 5 Year | 19.5% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 24.09% | 15.61% |
| 3 Year | 19.97% | 13.32% |
| 5 Year | 24.46% | 12.95% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.98% | 14.21% |
| Sharp | 1.16% | 0.361% |
| Beta | - | - |
| Alpha | - | - |
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 | 23.78 | 6.08 |
| Large Cap | 32.61 | 50.12 |
| Mid Cap | 25.4 | 43.8 |
| Small Cap | 18.21 | - |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Others | 20.63 | 6.08 |
| Energy | 2.77 | 0.8 |
| Consumer Cyclical | 24.14 | 4.12 |
| Financial Services | 9.64 | 30.79 |
| Healthcare | 14.25 | 7.47 |
| Basic Materials | 3.15 | 16.68 |
| Technology | 2.45 | 18.74 |
| Consumer Defensive | 4.4 | - |
| Industrials | 13.14 | 4.37 |
| Communication Services | 4.51 | 4.29 |
| Real Estate | 0.93 | - |
| Utilities | - | 6.66 |
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