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 Nippon India 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 2 out of 2 funds in the Equity: Thematic-Innovation category as of 4 Sep 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 0.64%. The peers ICICI Prudential Innovation Fund Direct-Growth has an expense ratio of 1.24% and SBI Innovative Opportunities Fund Direct-Growth has 1.06%. 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 ₹4,022.58 crore. The peers ICICI Prudential Innovation Fund Direct-Growth has an AUM of ₹7,843.53 crore and SBI Innovative Opportunities Fund Direct-Growth has ₹5,200.29 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 19.10% as of 4 Sep 2026. Kotak Pioneer Fund Direct-Growth has delivered 20.30% CAGR over the same period, ranking 2 out of 2 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 0.95 compared to the Equity: Thematic-Innovation average of 0.93 as of 4 Sep 2026. It ranks 2 out of 3 funds in its category on Sharpe ratio.
