Kotak Pioneer Fund- Regular Plan- Growth Option

Kotak Pioneer Fund- Regular Plan- Growth Option is a scheme launched by Kotak Mutual Fund on October 31, 2019, and falls under the Other Themes fund category. It currently manages an AUM of Rs 3,052.61 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.88% for managing the portfolio.

• 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- Growth Option trailing returns over different times are 5.88% (1 year), 22.69% (3 year) and 23.03% (5 year). The average annual return of this fund stands at 8%.