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FAQ : Kotak Pioneer Fund - Growth - Direct Plan

Kotak Pioneer Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 4.52 17.79 13.43 N/A
Average Rolling Returns(%) 27.86 21.49 23.14 N/A

The Current NAV of Kotak Pioneer Fund - Growth - Direct Plan is ₹33.45.

You can consider SIP in Kotak Pioneer Fund - Growth - Direct Plan 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 - Growth - Direct Plan fund’s expense ratio is 0.54%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Pioneer Fund - Growth - Direct Plan is currently ₹3,083 Crores.

The Top three stocks are Eternal, Aster DM Healthcare and ICICI Bank and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 30% of fund’s portfolio respectively.

Top three sectors of Kotak Pioneer Fund - Growth - Direct Plan fund are Others, Auto and Retail 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 - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.

Harish Bihani manages the Kotak Pioneer Fund - Growth - Direct Plan Fund.

Kotak Pioneer Fund - Growth - Direct Plan current PE ratio is 54.77 and PB ratio is 8.92

The asset allocation of Kotak Pioneer Fund - Growth - Direct Plan is Stocks : 78.62%, Debt : 2.76% and Gold : 18.58%

The minimum SIP amount for Kotak Pioneer Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Pioneer Fund - Growth - Direct Plan is 0.50% on or before 90 days, Nil after 90 days

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