Overview (as on 09 Apr 2021)

NAV

₹16.006

1y returns

94.602%

Fund AUM

₹879 Cr

Expense Ratio

0.44%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
21.09%
Consumer
20.35%
Tech
14.28%
Industrials
12.94%
Energy
9.00%
Health
6.03%
Communication
6.02%
Basic Materials
4.80%
Defensive
2.73%
Utilities
1.52%
Real Estate
1.25%
Size Breakup
Large Cap
61.46%
Mid Cap
34.42%
Small Cap
4.12%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

Fund Details

Investment Objectives
"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."
Scheme Name
Kotak Pioneer Fund Direct Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
31 October, 2019
Fund Manager
Harish Krishnan
Fund House Details
Fund House
Kotak Mahindra Asset Management Co Ltd
Email
NA
Phone
+912266384455
Address
Kotak Mahindra Asset Management Company Limited(KMAMCL),36-38A, Nariman Bhavan,,227, Nariman Point,

Other Related Plans

Peer Funds

Kotak Pioneer Fund Direct Growth

NAV

₹16.006

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Harish Krishnan
Harish Krishnan

leader

Work Experience
"Mr. Harish has a decade of experience spread over Equity Research and Fund Management. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotaks offshore funds. Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. He is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate innManagement from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute."
Arjun Khanna
Arjun Khanna

manager

Work Experience
"null"

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