Kotak Pioneer Fund Direct Growth

Scheme code: INF174KA1EZ1 NAV value: ₹ 33.1370 NAV date: 18 March, 2026 TER: 0.48%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-11.07129.4622.1127.9113.63
3 year14.2438.4222.3222.8118.78
5 year15.0934.1225.4624.8515.46

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6127.91
3 year 6.2830.9515.0422.81
5 year 8.3826.0214.2224.85
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4927.91
3 year 6.5619.6413.5722.81
5 year 9.2212.2910.7524.85
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7527.91
3 year 7.6821.4915.0622.81
5 year 10.3713.511.9324.85
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1627.91
3 year 8.0432.0317.8122.81
5 year 8.1828.6415.3424.85
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,41,156 - Absolute Returns: ₹1,41,156 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,57,765 - Absolute Returns: ₹12,57,765 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,01,84,493 - Absolute Returns: ₹41,84,493 - CAGR: %

Drawdown Metrics

Max Drawdown

-35.70 %

Drawdown Duration

2 months

Recovery Time

5 months

Avg Drawdown

-5.18 %

Calmar Ratio by Duration

1 Y

0.7818

3 Y

0.639

5 Y

0.6961

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 7.67 0.84 86.8 74.3 12.06 % 4.00 %
3 years 11.23 0.80 87.7 72.1 21.55 % 11.28 %
5 years 6.38 0.83 85.7 76.7 15.31 % 9.44 %
7 years 9.02 0.77 83.3 72.2 18.23 % 10.00 %
10 years 5.63 0.77 83.3 72.2 12.44 % 6.90 %
12 years 4.36 0.77 83.3 72.2 10.26 % 5.72 %
15 years 3.14 0.77 83.3 72.2 8.13 % 4.55 %