Kotak Pioneer Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
22.38%
3Y annualised
+1.02% 1D
1M
6M
1Y
3Y
All
NAV: 01 Dec 2023₹23.87
Min. SIP amount₹100
RatingNA
Fund size₹1,799.21Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA27.4%22.4%23.6%
Category averageNA20.9%22.5%NA
Rank with in categoryNA1214NA
Understand terms

Holdings (47)

NameSectorInstrumentAssets
CI Global Alpha Innovators Corp Class I
NAForgn.MF- Equity11.3%
IShares NASDAQ 100 UCITS ETF
NAForgn.MF- Equity10.6%
AutomobileEquity5.9%
EnergyEquity5.3%
FinancialEquity4.8%
TechnologyEquity4.5%
Consumer DiscretionaryEquity3.7%
AutomobileEquity3.2%
AutomobileEquity2.7%
FinancialEquity2.6%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Lower expense ratio: 0.46%
3Y annualised returns lower than category average by 0.07%
1Y annualised returns higher than category average by 6.54%
Higher alpha: 3.3 The fund has generated returns higher than benchmark - null - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.46%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Harish Bihani
Oct 2023 - Present
View details

Education
Mr. Bihani has done MBA in Finance
Experience
Prior to joining Kotak Mutual Fund, he has worked with ICICI Prudential Mutual Fund, SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

Kotak Pioneer Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 4.5.1
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK MAHINDRA |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  BANDHAN |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  IDBI |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ |  BAJAJ