Kotak Pioneer Fund- Regular Plan- Reinvestment of Income Distribution cum capital withdrawal 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 |
25.628
0.04 (0.1678%)
23.53%
Benchmark: 12.56%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
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
