Which funds are similar to Kotak Pioneer Fund Direct-Growth?
Funds similar to Kotak Pioneer Fund Direct-Growth in the Equity: Thematic-Innovation category are listed in the Similar Funds tab, selected based on same category and benchmark index.
How does Kotak Pioneer Fund Direct-Growth compare to the category average?
The comparison of Kotak Pioneer Fund Direct-Growth against the Equity: Thematic-Innovation category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.
What is the rank of Kotak Pioneer Fund Direct-Growth in its category?
The rank of Kotak Pioneer Fund Direct-Growth within the Equity: Thematic-Innovation category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.
What are the alternatives to Kotak Pioneer Fund Direct-Growth?
Top alternatives to Kotak Pioneer Fund Direct-Growth in the Equity: Thematic-Innovation category, sorted by AUM, are listed in the Similar Funds tab.
How does Kotak Pioneer Fund Direct-Growth's expense ratio compare to similar funds?
The expense ratio of Kotak Pioneer Fund Direct-Growth is 0.60%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.
How does Kotak Pioneer Fund Direct-Growth's AUM compare to similar funds?
Kotak Pioneer Fund Direct-Growth has an AUM of ₹ 3.69 k Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.
Which fund has the best 3-year returns in the Equity: Thematic-Innovation category?
The top-performing funds by 3-year returns in the Equity: Thematic-Innovation category can be found by sorting the Similar Funds comparison table by the 3Y column.
Is Kotak Pioneer Fund Direct-Growth better than index funds in the same category?
Whether Kotak Pioneer Fund Direct-Growth beats index funds in the Equity: Thematic-Innovation category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Kotak Pioneer Fund Direct-Growth has an alpha of 7.77%, indicating active outperformance over the benchmark. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.
How does Kotak Pioneer Fund Direct-Growth rank in risk-adjusted returns vs peers?
Kotak Pioneer Fund Direct-Growth has a Sharpe ratio of 0.94 and alpha of 7.77%. A Sharpe of 0.94 means the fund generates moderate returns per unit of risk. Risk-adjusted comparison across category peers — Sharpe, alpha and beta — is shown in the Alpha, Beta & Sharpe section of the Performance tab.
Are there any funds tracking the same benchmark with lower costs?
Funds in the same category as Kotak Pioneer Fund Direct-Growth are listed in the Similar Funds tab. Use the expense ratio column to identify lower-cost alternatives offering similar market exposure.
