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Kotak Pioneer Fund- Direct Plan- Growth Option

Kotak · Equity Fund
High
₹37.51
Current NAV
02 Nov 2026
4.1%
1Y Return
18.9%
3Y CAGR
13.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.57%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.57).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.57).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.57
Sharpe Ratio
1.17
Beta
6.57
Alpha
1.99
Sortino
Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹5620 Cr
Expense Ratio 0.57%
Min SIP ₹500
Min Lumpsum ₹1000
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