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Kotak Pioneer Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic

Scheme Objective

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.

Scheme Details

  • Fund manager(s)Harish Bihani
  • Launch date – 31-Oct-2019
  • Expense ratio – 0.49% as declared on 30-Sep-2025 (category average is 0.89%)
  • Benchmark - 85% IISL Kotak India Pioneering Innovations + 15% MSCI ACWI Information Technology Index TRI
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Kotak Pioneer Fund - Direct Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Kotak Mahindra Asset Management Co. Ltd.
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Tel no.: 022-61152100
Fax no.: 022-67082213
Website.: www.kotakmf.com

Forum

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