₹ 15.403
NAV (Apr 16)
Neutral
However, Scripbox does not recommend investing in sectoral / thematic - special situations mutual funds.
This category has few funds and relatively small amounts invested in them.
The broad market index has performed moderately well over time however, funds in the category have underperformed the benchmark index.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
Track Record
2 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
880 Cr. Medium within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.25 %
Expense Ratio
Oct 31, 2019
Launched (2y ago)
₹ 880
AUM in Crores
INF174KA1EW8
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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21 Years
Age
Track Record
About the AMC
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 224,386 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,162 debt and 26 hybrid funds.
Ultra Short
Recommended
Top Ranked
₹ 11,990 Cr
Fund Size
6.6%
3Y returns
Large Cap
Recommended
Top Ranked
₹ 2,206 Cr
Fund Size
11.8%
3Y returns
Ultra Short
Top Ranked
₹ 11,990 Cr
Fund Size
5%
3Y returns
Ultra Short
Top Ranked
₹ 11,990 Cr
Fund Size
5.2%
3Y returns
Large Cap
Top Ranked
₹ 2,206 Cr
Fund Size
11.3%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Kotak Pioneer Fund (G) is a sectoral / thematic - special situations equity fund and has delivered an annualised return of 34.5% over a period of 2 years ..The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund managers are Arjun Khanna, Harish Krishnan
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. However, there is no assurance that the objective of the scheme will be realized.
The Kotak Pioneer Fund (G) fund was launched on Oct 31, 2019. The NAV (Net Asset Value) of this sectoral / thematic - special situations equity as of 2021-04-16 is ₹ 15.403. The total AUM (Asset Under Management) of the fund as of 2021-04-18 is ₹ 879.048. The category risk of the Kotak Pioneer Fund (G) fund is Very High Risk. The fund charges 2.25 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 94.7% in this asset class. The top three holdings of the fund are reliance industries ltd shs dematerialised,hdfc bank ltd and titan co ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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
Kotak Pioneer Fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Pioneer Fund (G) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.