Kotak Pioneer Fund- Regular Plan- Reinvestment of Income Distribution cum capital withdrawal option

Kotak Pioneer Fund- Regular Plan- Reinvestment of Income Distribution cum capital withdrawal option is a fund scheme from Kotak mutual fund. It falls under a Other Themes category. After being launched on 2019-10-31. Kotak Pioneer Fund- Regular Plan- Reinvestment of Income Distribution cum capital withdrawal option has achieved Rs 2666.01 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 1.88%.

• Investing Strategy:

  To generate capital appreciation from a diversified portfolio of equity, equity related instruments and units of global mutual funds which invests into such companies that utilize new forms of production, technology, distribution or processes which are likely to challenge existing markets or value networks, or displace established market leaders, or bring in novel products and/or business models.

• Performance:

  Kotak Pioneer Fund- Regular Plan- Reinvestment of Income Distribution cum capital withdrawal option trailing returns over different times are 10.13% (1 year), 20.03% (3 year), 27.28% (5 year). The average annual return of this fund stands at 10.13%

• Fund Manager & Portfolio Allocation:

  Arjun Khanna, Harish Bihani are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Consumer Cyclical, Industrials, Healthcare, Financial Services, Communication Services, Sectors. First five holdings of this fund are Zomato Ltd, Bharti Hexacom Ltd, Reliance Industries Ltd, InterGlobe Aviation Ltd, Maruti Suzuki India Ltd, Ishares Nasdaq 100 Ucits Etf Usd - For Domestic Schemes, Triparty Repo, Net Current Assets/(Liabilities), iShares NASDAQ 100 ETF USD Acc Companies.