![](/images/blur-lock-mf-dashboard-risk.jpg)
![](/images/blur-lock-mf-dashboard-risk.jpg)
8%
1 Year | 3 Year | 5 Year | 9 Year | |
---|---|---|---|---|
Upside % | - | - | - | - |
Downside % | - | - | - | - |
Company (Q) | Sector | % Assets |
---|---|---|
17.5 | ||
Retail | 3.71 | |
Telecom | 3.46 | |
Oil & Gas | 3.04 | |
Miscellaneous | 2.96 | |
Auto | 2.82 | |
Healthcare | 2.67 | |
Auto | 2.58 | |
Healthcare | 2.55 | |
Auto | 2.39 |
Kotak Pioneer Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 21.03 | 17.55 | 22.64 | N/A |
Average Rolling Returns(%) | 33.03 | 21.93 | 23.87 | N/A |
The Current NAV of Kotak Pioneer Fund - Regular Plan - Growth is ₹28.50.
You can consider SIP in Kotak Pioneer Fund - Regular Plan - Growth as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Kotak Pioneer Fund - Regular Plan - Growth fund’s expense ratio is 1.88%
The process for redemption is
The AUM of Kotak Pioneer Fund - Regular Plan - Growth is currently ₹2,666 Crores.
The Top three stocks are Zomato, Bharti Hexacom Ltd. and Reliance Industries and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 28% of fund’s portfolio respectively.
Top three sectors of Kotak Pioneer Fund - Regular Plan - Growth fund are Auto, Others and Healthcare accounting for 45% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Pioneer Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Harish Bihani manages the Kotak Pioneer Fund - Regular Plan - Growth Fund.
Kotak Pioneer Fund - Regular Plan - Growth current PE ratio is 59.61 and PB ratio is 10.93
The asset allocation of Kotak Pioneer Fund - Regular Plan - Growth is Stocks : 80.49%, Debt : 2.02% and Gold : 17.50%
The minimum SIP amount for Kotak Pioneer Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Pioneer Fund - Regular Plan - Growth is 0.50% on or before 90 days, Nil after 90 days