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Kotak Pioneer Fund- Regular Plan- Growth Option

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Category: Equity: Thematic-Others
Launch Date: 31-10-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI(85.00), MSCI ACWI Information Technology TRI(15.00)
Expense Ratio: 1.88% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,657.74 Cr As on (31-01-2025)
Turn over: 37.85
NAV as on 21-02-2025

27.323

-0.24 (-0.8784%)

CAGR Since Inception

20.86%

NIFTY 500 TRI(85.00), MSCI ACWI Information Technology TRI(15.00) 12.29%

PERFORMANCE of Kotak Pioneer Fund- Regular Plan- Growth Option

Scheme Performance (%) Data as on - 21-02-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Pioneer Fund- Regular Plan- Growth Option 12.19 16.43 20.82 - 20.86
Benchmark - - - - -
Equity: Thematic-Others 5.17 15.11 19.71 12.36 5.38

Yearly Performance (%)

Nav Movement

Fund Managers

Arjun Khanna, Harish Bihani

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.

RETURNS CALCULATOR for Kotak Pioneer Fund- Regular Plan- Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Kotak Pioneer Fund- Regular Plan- Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Pioneer Fund- Regular Plan- Growth Option 12.71 0.98 2.52 0.81 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Kotak Pioneer Fund- Regular Plan- Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 21-02-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 12.19 24.12 16.43 20.82 0.0
Axis Innovation Fund - Regular Plan - Growth Option 05-12-2020 13.4 19.69 10.95 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 12.76 36.45 24.95 24.6 14.4
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 12.5 0.0 0.0 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 12.21 27.67 22.69 25.74 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 12.08 19.05 0.0 0.0 0.0
ICICI Prudential Innovation Fund - Growth 05-04-2023 11.97 0.0 0.0 0.0 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 10.8 23.44 17.82 20.42 12.93
HDFC Defence Fund - Growth Option 02-06-2023 9.96 0.0 0.0 0.0 0.0
Sundaram Services Fund Regular Plan - Growth 21-09-2018 9.35 20.43 15.24 17.45 0.0

PORTFOLIO ANALYSIS of Kotak Pioneer Fund- Regular Plan- Growth Option

Asset Allocation (%)