- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Pioneer Fund (G)
Kotak Pioneer Fund (G)
₹ 31.103
NAV (Oct 14)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 31.103
NAV (Oct 14)
Fund Returns
Last 1Y | 47% |
Last 3Y | 16.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 25.7% |
6 Month CAGR | 20.3% |
Scheme Information
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.
Expense Ratio | 1.89 |
Launched (0y ago) | 1.89 |
AUM in Crores | 2800.5 |
ISIN | INF174KA1EW8 |
Lock-in | - |
Benchmark | NA |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.2 |
Beta | 0.8 |
Sharpe Ratio | 1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Pioneer Fund (G) | 11,17,187 | 3,84,575 | 16.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
IShares NASDAQ 100 UCITS ETF
15.1%Reliance Industries Ltd.
4.8%Maruti Suzuki India Ltd.
4.2%Zomato Ltd.
3.9%Others
3.9%Allocation by Sector
Services
16.1%Automobile
15.3%Financial
7.4%Capital Goods
7.3%Metals & Mining
5.7%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.7% | 15.7% | ||
14.8% | 8.4% | ||
- | 5.8% | ||
6.3% | 6.9% | ||
5.9% | 7.3% |
Kotak Pioneer Fund (G) Review
Kotak Pioneer Fund (G) is a Sectoral / Thematic Equity fund and has delivered an annualised return of 25.712% over a period of 4 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Arjun Khanna, Harish Bihani.
Nav of Kotak Pioneer Fund (G) as of 10/14/2024 is ₹31.10 with the total AUM as of 10/16/2024 is ₹2800.4854. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Pioneer Fund (G) was launched on 2019-10-31. The category risk of the fund is null.
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 null.
It is rated as a null fund in Equity and delivered 46.958% 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)?
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, it is a fund. You can invest in it 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 1.89% for regular plan.
What is the NAV of Kotak Pioneer Fund (G)?
Today's Kotak Pioneer Fund (G) NAV is ₹31.10.