Kotak Pioneer Fund- Regular Plan- Growth Option

Fund House: Kotak Mahindra Mutual Fund
Category: Equity: Thematic-Others
Launch Date: 31-10-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI,MSCI ACWI Information Technology TRI
TER: 1.9% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,250.46 Cr As on (31-03-2024)
Turn over: 35.64% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

25.555

23.4%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 8 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.73
Sharpe Ratio 1.01
Alpha 2.28
Beta 0.79
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 44.51 21.21 18.9 - -
Franklin India Opportunities Fund - Growth 05-02-2000 70.6 37.4 28.14 22.47 18.81
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 50.93 26.84 - - -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 50.05 27.06 32.06 22.1 -
ICICI Prudential Business Cycle Fund Growth 05-01-2021 49.67 26.06 26.14 - -
Taurus Ethical Fund - Regular Plan - Growth 06-04-2009 45.97 17.53 18.21 17.65 15.0
SBI Magnum Comma Fund - Regular Plan - Growth 05-08-2005 44.98 13.29 19.04 21.18 16.77
HSBC Business Cycles Fund - Regular Growth 20-08-2014 44.43 25.09 24.12 18.28 -
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 44.06 21.74 29.03 - -
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 43.49 11.49 16.11 21.07 -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.18%

Others

23.2%

Large Cap

43.76%

Mid Cap

21.86%

Scheme Documents

There are no scheme documents available

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