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Kotak Pioneer Fund-Reg(G)

FAQ : Kotak Pioneer Fund - Regular Plan - Growth

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) 9.4 18.57 13.88 N/A
Average Rolling Returns(%) 26.32 21.30 20.85 N/A

The Current NAV of Kotak Pioneer Fund - Regular Plan - Growth is ₹34.70.

You can consider SIP in Kotak Pioneer Fund - Regular Plan - Growth as it has consistently outperformed the benchmark. However, as the quality of its current portfolio is Not Good you should check its portfolio before investing or look for an alternate. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Kotak Pioneer Fund - Regular Plan - Growth fund’s expense ratio is 1.57%

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 - Regular Plan - Growth is currently ₹4,295 Crores.

The Top three stocks are Eternal, INDO-MIM and Lenskart Solutions and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 31% of fund’s portfolio respectively.

Top three sectors of Kotak Pioneer Fund - Regular Plan - Growth fund are Others, Healthcare and Miscellaneous accounting for 42% of the total portfolio.

Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap 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 - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.

Harish Bihani and Shibani Kurian manage the Kotak Pioneer Fund - Regular Plan - Growth Fund.

Kotak Pioneer Fund - Regular Plan - Growth current PE ratio is 64.23 and PB ratio is 10.51

The asset allocation of Kotak Pioneer Fund - Regular Plan - Growth is Stocks : 77.21%, Debt : 5.44% and Gold : 17.32%

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

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