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) | ₹3053 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 | 3.47% | -100% |
6 Month | 23.17% | -100% |
1 Year | 7.11% | -100% |
3 Year | 21.6% | -100% |
5 Year | 23.57% | -100% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
6 Month | 8.69% | -4.23% |
1 Year | 22.39% | -11.46% |
3 Year | 23.49% | 10.52% |
5 Year | 20.34% | 11.18% |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
1 Year | 25.1% | 16.45% |
3 Year | 19.85% | 13.52% |
5 Year | 25.17% | 13.06% |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.39% | 14.21% |
Sharp | 1.01% | 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 | 21.42 | 6.08 |
Large Cap | 34.75 | 50.12 |
Mid Cap | 26.11 | 43.8 |
Small Cap | 17.72 | - |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Others | 18.07 | 6.08 |
Energy | 2.94 | 0.8 |
Consumer Cyclical | 23 | 4.12 |
Financial Services | 9.05 | 30.79 |
Healthcare | 14.77 | 7.47 |
Basic Materials | 3.67 | 16.68 |
Technology | 2.65 | 18.74 |
Consumer Defensive | 4.67 | - |
Industrials | 15 | 4.37 |
Communication Services | 5.17 | 4.29 |
Real Estate | 1.02 | - |
Utilities | - | 6.66 |
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