Kotak Pioneer Fund

1,000
Min SIP
5,000
Min Lumpsum
0.45 %
Expense Ratio
Rating
1,627
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 16.4% 30.4% - 22.1%
Category Average 13.5% 24.3% 13.7% -

Scheme Allocation

By Holding
By Sector
By Asset
Reliance Industr
6.69%
HDFC Bank
6.12%
Maruti Suzuki
5.38%
Persistent Sys
4.76%
Titan Company
3.42%
Others
73.63%
Others
22.43%
Automobiles
8.36%
Industrial Products
7.05%
Petroleum Products
6.69%
Banks
6.51%
Others
48.96%
Equity
75.97%
Foreign Mutual Fund
22.43%
Reverse Repos
1.16%
Net Curr Ass/Net Receivables
0.44%
Others
0%

Advance Ratio

0.65
Alpha
4.63
SD
0.86
Beta
0.5
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.

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

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
2,83,896 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 ?

You can invest in Kotak Pioneer Fund 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 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 ?

The NAV of Kotak Pioneer Fund is ₹20.4 as of 02 June 2023.

How to redeem Kotak Pioneer Fund 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?

The minimum SIP amount of Kotak Pioneer Fund is ₹1000

What are the top sectors Kotak Pioneer Fund has invested in??

The top sectors Kotak Pioneer Fund has invested in are
  1. Reliance Industr - 6.69%
  2. HDFC Bank - 6.12%
  3. Maruti Suzuki - 5.38%
  4. Persistent Sys - 4.76%
  5. Titan Company - 3.42%

How much returns have Kotak Pioneer Fund generated ?

The Kotak Pioneer Fund has delivered 22.1% since inception

What is the expense ratio of Kotak Pioneer Fund ?

The expense ratio of Kotak Pioneer Fund is 0.45 % as of 02 June 2023.

What is the AUM of Kotak Pioneer Fund?

The AUM of Kotak Pioneer Fund is ₹2,83,896 Cr as of 02 June 2023

What are the top stock holdings of Kotak Pioneer Fund?

The top stock holdings of Kotak Pioneer Fund are
  1. Reliance Industr - 6.69%
  2. HDFC Bank - 6.12%
  3. Maruti Suzuki - 5.38%
  4. Persistent Sys - 4.76%
  5. Titan Company - 3.42%
Invest Now