Click here for top ranked funds in sectoral / thematic - special situations mutual funds.
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.
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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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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About Kotak Pioneer Fund (G)
About Kotak Pioneer Fund (G)
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
Kotak Pioneer Fund (G) 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. However, there is no assurance that the objective of the scheme will be realized.
Kotak Pioneer Fund (G) NAV,AUM,Risk
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.
Kotak Pioneer Fund (G) Holdings
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
Kotak Pioneer Fund (G) SIP
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.
Kotak Pioneer Fund (G) Investment volatility and Horizon
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) Review
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.
