Mutual Fund- 

Kotak Pioneer  fund

By Rajendra

Oct  14, 2022

image credit -Kotak mf

Scheme Analysis

It's Out of the box

Category 

Thematic

Inception

Oct 31,  2019

Benchmark

Nifty 500 + ACWI IT 15%

Scribbled Arrow

AUM  - 1,622 Cr

Fund Manager

Harish Krishnan & Arjun Khanna

Thick Brush Stroke

Kotak Pioneer Fund

Investment strategy is to invest in companies & fund which are engaged in pioneering innovations.

Image Credit - Unsplash

Top 5 Holding

Reliance

Maruti Suzuki

HDFC Bank

Titan

Persistent

9.07

6.12

5.88

5.77

3.04

Total   29.44

Nearly 35% can invested in overseas funds/ETF in similar theme.

Image Credit - Unsplash

Overseas fund

Automobile

Auto Component

Top 5 Sector

18.30

9.12

7.12

7.04

6.32

Industrial Product

Petroleum

Fund has mix of thematic & bottom-up approach to selection.

Image Credit - Unsplash

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on 30Sep. 2022

1 Year

3 Year

Since Inception

Period

Returns

-4.05%

22.54%

-

Companies that reinvent distribution strategies/networks for business advantage.

Image Credit - Unsplash

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Sep. 2022

1 Year

3 Year

5 Year

Period

Value

11,663

47,449

-

Returns

-5.17%

18.85%

-

Monthly SIP of 1,000