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  • Kotak Pioneer Fund (Growth)
Kotak Mutual Fund

Kotak Pioneer Fund (Growth)

EquitySectoral / Thematic - Special Situations

25.17

NAV (Mar 27)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

25.17

NAV (Mar 27)

Fund Returns

Last 1Y
46%
Last 3Y
18.9%
Last 5Y
NA
Last 10Y
NA
Since Inception
23.1%
6 Month CAGR
20%

Scheme Information

Investment Objective

The investment objective of the scheme is 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. However,there can be no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
1.91
Launched (5y ago)
Oct 31, 2019
AUM in Crores
2193.305
ISIN
INF174KA1EW8
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.7
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.934
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Harish Bihani

Fund Manager

Arjun Khanna

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Pioneer Fund (Growth)70%11,81,009 4,48,39718.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-27

Top Stock Holdings

ishares nasdaq 100 ucits etf usd - for domestic schemes

15.7%
15.7%

reliance industries ltd

5.6%
5.6%

triparty repo

4.7%
4.7%

maruti suzuki india ltd

4.3%
4.3%

persistent systems ltd

3.4%
3.4%
See all holdings

Allocation by Sector

consumer cyclical

22.2%
22.2%

industrials

17.9%
17.9%

financial services

13.4%
13.4%

energy

5.6%
5.6%

healthcare

5.5%
5.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 396,008 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

12.5%

7.7%

17.6%

14.6%

-

4.9%

12.5%

7.7%

12.5%

7.7%

Kotak Pioneer Fund (G) Review

Kotak Pioneer Fund (G) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 23.1% over a period of 4 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Arjun Khanna, Harish Bihani.

Nav of Kotak Pioneer Fund (G) as of 3/27/2024 is ₹25.17 with the total AUM as of 3/28/2024 is ₹2193.305. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Pioneer Fund (G) was launched on Oct 31, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for Kotak Pioneer Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Kotak Pioneer Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

Kotak Pioneer Fund (G) is rated as a 0 fund in Equity and delivered 46% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Pioneer Fund (G).

Frequently Asked Questions

What is Kotak Pioneer Fund (G)?

Kotak Pioneer Fund (G) is a Sectoral / Thematic - Special Situations Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Pioneer Fund (G)?

You can invest in Kotak Pioneer Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Pioneer Fund (G)?

The minimum sip amount for Kotak Pioneer Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Kotak Pioneer Fund (G) good to invest in?

As per Scripbox experts, Kotak Pioneer Fund (G) is a Not Reviewed Yet fund. You can investKotak Pioneer Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Pioneer Fund (G)?

The expense ratio of the Kotak Pioneer Fund (G) is 1.91% for regular plan.