Kotak Pioneer Fund

Mutual Fund-

Kotak Pioneer fund

By Rajendra

Mar 25, 2023

image credit -Kotak mf

Scheme Analysis

It's Out of the box

Category

Thematic

Inception

Oct 31, 2019

Benchmark

Nifty 500 + ACWI IT 15%

AUM - 1,586 Cr

Fund Manager

Harish Krishnan & Arjun Khanna

Kotak Pioneer Fund

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

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Top 5 Holding

Reliance

HDFC Bank

Maruti

Persistent

Titan

6.74

6.05

5.57

4.99

3.22

Total - 26.57

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

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Overseas fund

Automobile

Industrial Product

Top 5 Sector 21.46

8.77

7.20

6.74

6.47

Automobile

Petroleum

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

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Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 28 Feb. 2023

1 Year

3 Year

Since Inception

Period

Returns

1.56%

21.03%

-

Companies that reinvent distribution strategies/networks for business advantage.

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SIP Performance Exit Load upto 1 year - 1%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,027

47,449

-

Returns

0.43%

13.79%

-

Monthly SIP of 1,000

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