Kotak Pioneer Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation16.6%
Sharpe Ratio0.18
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic83.47263%
International16.52737%
Top Stock Holdings
CompanySectorAllocation
iShares NASDAQ 100 ETF USD AccUtilities16.03%
Bharti Hexacom LtdServices4.04%
Eternal LtdConsumers3.97%
Aster DM Healthcare Ltd Ordinary SharesServices3.61%
InterGlobe Aviation LtdCapital Goods3.47%
Reliance Industries LtdEnergy & Infra3.24%
Triparty RepoUtilities3.06%
UNO Minda LtdConsumers2.76%
Godrej Consumer Products LtdConsumers2.70%
Maruti Suzuki India LtdConsumers2.68%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.88%
Regulatory & Tax Information
INF174KA1EU2
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)