Kotak Pioneer Fund – Direct Growth
100
Min SIP
100
Min Lumpsum
0.44 %
Expense Ratio
Rating
1,866
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
-
Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 19% | 25.6% | - | 22.9% | ||||
| Category Average | 17.1% | 22.3% | 13.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
9.22
Alpha
4.25
SD
0.8
Beta
1.62
Sharpe
Exit Load
| Exit Load | For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment. |
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Fund 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.
Fund Managers
Harish Krishnan - Fund Manager
Harish Krishnan has 13 years of experience in equity research and fund management. Before joining the Kotak Mahindra Mutual Funds Online AMC, he was based in Singapore and Dubai and managed Kotak’s offshore funds. He also worked at Infosys Technologies Ltd. He is currently in control of Kotak 50, one of the flagship products of the Kotak Bank Mutual Fund, which has a track record of over 15 years.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,986
-
33.5%Fund Size - 2,986
-
46.2%Fund Size - 2,986
-
21%Fund Size - 2,986
-
- Equity .
- Sectoral / Thematic .
-
- 1,506
-
31.3%Fund Size - 1,506
-
41.8%Fund Size - 1,506
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19.2%Fund Size - 1,506
-
- Equity .
- Sectoral / Thematic .
-
- 116
-
24%Fund Size - 116
-
36%Fund Size - 116
-
18.6%Fund Size - 116
-
- Equity .
- Sectoral / Thematic .
-
- 1,177
-
26.2%Fund Size - 1,177
-
29.7%Fund Size - 1,177
-
16.9%Fund Size - 1,177
-
- Equity .
- Sectoral / Thematic .
-
- 6,740
-
14.7%Fund Size - 6,740
-
28.4%Fund Size - 6,740
-
12.7%Fund Size - 6,740
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
How to invest in Kotak Pioneer Fund – Direct Growth ?
You can invest in Kotak Pioneer Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Pioneer Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Pioneer Fund – Direct Growth ?
The NAV of Kotak Pioneer Fund – Direct Growth is ₹22.3 as of 25 September 2023.
How to redeem Kotak Pioneer Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Pioneer Fund – Direct Growth?
The minimum SIP amount of Kotak Pioneer Fund – Direct Growth is ₹100
What are the top sectors Kotak Pioneer Fund – Direct Growth has invested in?
The top sectors Kotak Pioneer Fund – Direct Growth has invested in are
- Others - 23.43%
- Automobiles - 8.56%
- Industrial Products - 7.44%
- Auto Components - 6.46%
- Petroleum Products - 6.06%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Pioneer Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Kotak Pioneer Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Kotak Pioneer Fund – Direct Growth generated ?
The Kotak Pioneer Fund – Direct Growth has delivered 22.9% since inception
What is the expense ratio of Kotak Pioneer Fund – Direct Growth ?
The expense ratio of Kotak Pioneer Fund – Direct Growth is 0.44 % as of 25 September 2023.
What is the AUM of Kotak Pioneer Fund – Direct Growth?
The AUM of Kotak Pioneer Fund – Direct Growth is ₹3,12,371 Cr as of 25 September 2023
What are the top stock holdings of Kotak Pioneer Fund – Direct Growth?
The top stock holdings of Kotak Pioneer Fund – Direct Growth are
- Reliance Industr - 5.68%
- Maruti Suzuki - 5.47%
- HDFC Bank - 4.97%
- Persistent Sys - 4.03%
- Titan Company - 3.51%
How can I redeem my investments in Kotak Pioneer Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Pioneer Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Pioneer Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.