Kotak Pioneer Fund

Review Date: 21-05-2025

Beginning of Analysis

The 4 star rating shows a very good past performance of the Kotak Pioneer Fund in International Fund. The Kotak Pioneer Fund has a Jensen Alpha of 4.66% which is higher than the category average of 3.0%. Here the Kotak Pioneer Fund has shown very good performance in terms of risk adjusted returns. The Kotak Pioneer Fund has a Sharpe Ratio of 0.79 which is higher than the category average of 0.27. Here the Kotak Pioneer Fund has shown very good performance in terms of risk adjusted returns.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
International Mutual Funds

Kotak Pioneer Fund Return Analysis

The Kotak Pioneer Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its International Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the International Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of 6.38%, 9.13 and 3.26 in last one, three and six months respectively. In the same period the category average return was 11.98%, 1.56% and 4.94% respectively.
• Kotak Pioneer Fund has given a return of 11.85% in last one year. In the same period the Nifty 500 TRI return was 8.25%. The fund has given 3.6% more return than the benchmark return.
• The fund has given a return of 24.35% in last three years and rank 1st out of eight funds in the category. In the same period the Nifty 500 TRI return was 19.16%. The fund has given 5.19% more return than the benchmark return.
• Kotak Pioneer Fund has given a return of 30.34% in last five years and category average returns is 14.53% in same period. The fund ranked 1.0st out of seven funds in the category. In the same period the Nifty 500 TRI return was 26.19%. The fund has given 4.15% more return than the benchmark return.
• The fund has given a SIP return of 6.83% in last one year whereas category average SIP return is 2.41%. The fund one year return rank in the category is 3rd in 6 funds
• The fund has SIP return of 23.63% in last three years and ranks 1st in 6 funds. The fund has given the highest SIP return in the category in last three years.
• The fund has SIP return of 22.26% in last five years whereas category average SIP return is 11.19%.

Kotak Pioneer Fund Risk Analysis

• The fund has a standard deviation of 14.34 and semi deviation of 10.76. The category average standard deviation is 15.76 and semi deviation is 11.05.
• The fund has a Value at Risk (VaR) of -18.4 and a maximum drawdown of -16.7. The category average VaR is -20.41 and the maximum drawdown is -14.06. The fund has a beta of 0.88 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in International Fund Category

Good Performance in International Fund Category

Poor Performance in International Fund Category

Very Poor Performance in International Fund Category