Which funds are similar to Kotak Pioneer Fund Direct-Growth?
Funds similar to Kotak Pioneer Fund Direct-Growth in the Equity: Thematic-Innovation category include ICICI Prudential Innovation Fund Direct-Growth, SBI Innovative Opportunities Fund Direct-Growth, and HDFC Innovation Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Kotak Pioneer Fund Direct-Growth in its category?
On a 3-year return basis Kotak Pioneer Fund Direct-Growth is ranked 1 out of 4 funds in the Equity: Thematic-Innovation category as of 21 Oct 2026. On a 5-year return basis it ranks 1 out of 0. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Kotak Pioneer Fund Direct-Growth's expense ratio compare to similar funds?
Kotak Pioneer Fund Direct-Growth has an expense ratio of 0.63%. The peers ICICI Prudential Innovation Fund Direct-Growth has an expense ratio of 1.24% and SBI Innovative Opportunities Fund Direct-Growth has 1.04%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Kotak Pioneer Fund Direct-Growth's AUM compare to similar funds?
Kotak Pioneer Fund Direct-Growth has an AUM of ₹4,294.62 crore. The peers ICICI Prudential Innovation Fund Direct-Growth has an AUM of ₹7,549.12 crore and SBI Innovative Opportunities Fund Direct-Growth has ₹5,124.95 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Innovation?
The top performing fund in the Equity: Thematic-Innovation category on a 3-year basis is ICICI Prudential Innovation Fund Direct-Growth with a CAGR of 16.89% as of 21 Oct 2026. Kotak Pioneer Fund Direct-Growth has delivered 18.30% CAGR over the same period, ranking 1 out of 4 funds. You can view and compare the full category ranking on sharpely.
How does Kotak Pioneer Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Kotak Pioneer Fund Direct-Growth has a Sharpe ratio of 0.91 compared to the Equity: Thematic-Innovation average of 0.74 as of 21 Oct 2026. It ranks 1 out of 5 funds in its category on Sharpe ratio.
