EquitySectoral/ ThematicDirect · Growth
Kotak Pioneer Fund- Direct Plan- Growth Option
Kotak Mahindra · Scheme 147727
₹39.12▲ 0.50%NAV · 2026-08-05
Excellent FundScore
AUM
—
Expense ratio
—
3Y CAGR
21.3%
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.63% |
| 3 Months | +9.76% |
| 6 Months | +14.58% |
| 1 Year | +13.23% |
| 3 Years (CAGR) | +21.29% |
| 5 Years (CAGR) | +17.01% |
| 10 Years (CAGR) | — |
| Since Launch | +22.39% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns90
Consistency100
Risk-adjusted65
Downside protection71
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +21.3%
- ✓ 3Y CAGR vs category: +4.5% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 97% of windows
- ✓ Alpha vs benchmark: +13.2%
Risk metrics
Sharpe ratio
0.97
Sortino ratio
1.15
Volatility
15.92%
Max drawdown
-35.70%
Downside capture
68.30%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.