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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Kotak Pioneer Fund - Regular Plan
|
Very High
|
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1.84 |
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|
Very High
|
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1.80 |
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|
Very High
|
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1.90 |
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|
Very High
|
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1.97 |
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|
Very High
|
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1.98 |
₹3,318 Cr
0.50 (90)
100
1,000
100
1
About Kotak Pioneer Fund - Regular Plan
Kotak Pioneer Fund - Regular Plan is a equity mutual fund scheme of Kotak Mahindra Mutual Fund. Launched on October 31, 2019, it is currently managed by Harish Bihani. The fund has an expense ratio of 1.84% with an overall AUM (Assets Under Management) of ₹3,318 Cr.
The scheme seeks to generate capital appreciation from a diversified portfolio of equity, equity related instruments and units of global mutual funds which invests into such companies that utilize new forms of production, technology, distribution or processes which are likely to challenge existing markets or value networks, or displace established market leaders, or bring in novel products and/or business models. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to generate capital appreciation from a diversified portfolio of equity, equity related instruments and units of global mutual funds which invests into such companies that utilize new forms of production, technology, distribution or processes which are likely to challenge existing markets or value networks, or displace established market leaders, or bring in novel products and/or business models.
Suitability
Innovation funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Kotak Pioneer Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Kotak Pioneer Fund - Regular Plan can be bought from the Kotak Mahindra Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Kotak Pioneer Fund - Regular Plan, is ₹29.6330 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
iShares NASDAQ 100 UCITS ETF USD (Acc) (USD) |
16.97
|
|
4.62
|
|
|
3.57
|
|
|
3.22
|
|
|
3.00
|
Over the past five years, Kotak Pioneer Fund - Regular Plan has delivered an annualised return of 13.59% as of 19-Mar-2026.
The minimum investment required to start investing in Kotak Pioneer Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.