Kotak Pioneer Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.02
• Std Deviation 13.20%
• Tracking Error 0.00%

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.

The Kotak Pioneer Fund Regular Growth has an AUM of 2800.49 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.93%. The minimum investment in Kotak Pioneer Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include iShares NASDAQ 100 ETF USD Acc, Reliance Industries, Zomato & Maruti Suzuki India.

The major sectors where the fund is invested are Software & Programming, Oil & Gas Operations, Misc. Fabricated Products & Computer Services.

Some of the similar funds are Tata Business Cycle Fund Regular Growth, Kotak Pioneer Fund Regular Growth, Axis Business Cycles Fund Regular Growth, Kotak Business Cycle Fund Regular Growth, Aditya Birla Sun Life Quant Fund Regular Growth. Kotak Pioneer Fund Regular Growth has a sharpe ratio of 1.02 & a standard deviation of 13.20%.