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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
Kotak Pioneer Fund - Regular Plan
|
Very High
|
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1.88 |
|||
Very High
|
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1.60 |
||||
Very High
|
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1.70 |
||||
Very High
|
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1.69 |
||||
Very High
|
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1.78 |
₹2,807 Cr
0.50 (90)
100
1,000
100
1
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
Such thematic funds are avoidable for most investors because:
If you still choose to invest:
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 ₹30.5160 as of 24-Jun-2025.
Company | Percentage of Portfolio |
---|---|
iShares NASDAQ 100 UCITS ETF USD (Acc) (USD) |
16.03
|
4.04
|
|
3.97
|
|
3.61
|
|
3.47
|
Over the past five years, Kotak Pioneer Fund - Regular Plan has delivered an annualised return of 25.91% as of 24-Jun-2025.
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.