Kotak Pioneer Fund- Regular Plan- Growth Option

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Category: Equity: Thematic-Others
Launch Date: 31-10-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI(85.00), MSCI ACWI Information Technology TRI(15.00)
Expense Ratio: 1.89% As on (31-03-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 256.07 Cr As on (31-03-2025)
Turn over: 37.85

NAV as on 25-04-2025

28.115 -0.36 (-1.2733%)

CAGR Since Inception

20.77%

NIFTY 500 TRI(85.00), MSCI ACWI Information Technology TRI(15.00) 12.45%

PERFORMANCE of Kotak Pioneer Fund- Regular Plan- Growth Option

Scheme Performance (%) Data as on - 25-04-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Kotak Pioneer Fund- Regular Plan- Growth Option	9.55	17.75	27.62	-	20.77
Benchmark	-	-	-	-	-
Equity: Thematic-Others	4.2	16.71	27.3	13.22	8.31

Yearly Performance (%)

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Fund Managers

Arjun Khanna, Harish Bihani

Investment Objective

The scheme seeks 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.

RETURNS CALCULATOR for Kotak Pioneer Fund- Regular Plan- Growth Option

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Kotak Pioneer Fund- Regular Plan- Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Kotak Pioneer Fund- Regular Plan- Growth Option	12.71	0.98	2.52	0.81	-	-
Equity: Thematic-Others	-	-	-	-	-	-

PEER COMPARISION of Kotak Pioneer Fund- Regular Plan- Growth Option

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Period

Data as on - 25-04-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Kotak Pioneer Fund- Regular Plan- Growth Option	31-10-2019	9.55	26.3	17.75	27.62	0.0
Sundaram Services Fund Regular Plan - Growth	21-09-2018	14.16	24.52	17.26	28.02	0.0
ICICI Prudential India Opportunities Fund - Cumulative Option	05-01-2019	12.45	30.75	23.17	34.56	0.0
ICICI Prudential Exports & Services Fund - Growth	01-11-2005	11.51	27.23	20.04	27.8	13.81
ICICI Prudential Innovation Fund - Growth	05-04-2023	11.22	0.0	0.0	0.0	0.0
Kotak Business Cycle Fund-Regular Plan-Growth	05-09-2022	11.07	22.99	0.0	0.0	0.0
Franklin India Opportunities Fund - Growth	05-02-2000	9.89	38.97	29.28	32.61	15.46
Union Innovation & Opportunities Fund - Regular Plan - Growth Option	06-09-2023	9.71	0.0	0.0	0.0	0.0
ICICI Prudential Business Cycle Fund Growth	05-01-2021	8.01	28.32	21.01	0.0	0.0
HSBC Business Cycles Fund - Regular Growth	20-08-2014	7.34	26.56	20.97	28.34	12.74

PORTFOLIO ANALYSIS of Kotak Pioneer Fund- Regular Plan- Growth Option

Asset Allocation (%)