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- Sectoral/Thematic Funds
NAV: ₹ ↓ -0.3%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Kotak Pioneer Fund- Direct Plan- Growth Option and its peers as on 7 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Pioneer Fund- Direct Plan- Growth Option | 8.14% | -0.3% | 1.12% | 4.22% | 18.19% | 11.52% | 21.21% | 16.9% | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -6.46% | -2.16% | -1.24% | 4.06% | 2.33% | -8.24% | 8.45% | 13.75% | 15.9% | 14.39% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -4.66% | -2.16% | -0.91% | 4.09% | 2.89% | -2.55% | 10.21% | 10.48% | 12.83% | 12.45% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 17.85% | -1.13% | 0.17% | 6.12% | 20.37% | 14.1% | 25.2% | 17.36% | 25.59% | 14.72% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 1.63% | -1.4% | -2.15% | 0.8% | 7.67% | -1.19% | 17.38% | 18.62% | 18.94% | 15.49% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 0.08% | -1.65% | -2.54% | -1.76% | -2.19% | 5.02% | 26.54% | 24.06% | 19.63% | 15.07% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | 35.63% | 38.97% | -7.02% | 38.28% | 30.93% | 7.4% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.4% | 1.5% | -0.67% | -0.7% | -4.83% | 0.21% | -8.25% | 9.51% | 3.43% | 3.76% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|---|
| Returns | 14.31% | 6.12% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 78.62% | 18.58% (Arbitrage: 0.00%) | 0.00% | 0.00% | 2.80% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| ETERNAL LIMITED | ETERNAL (INE758T01015) | Retailing | 4.62% |
| ASTER DM HEALTHCARE LTD | ASTERDM (INE914M01019) | Healthcare Services | 3.93% |
| ICICI BANK LTD. | ICICIBANK (INE090A01021) | Banks | 3.38% |
| BHARTI HEXACOM LTD. | BHARTIHEXA (INE343G01021) | Telecom - Services | 3.03% |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 2.87% |
| RELIANCE INDUSTRIES LTD. | RELIANCE (INE002A01018) | Petroleum Products | 2.79% |
| Inter Globe Aviation Ltd | INDIGO (INE646L01027) | Transport Services | 2.65% |
| Minda Industries Ltd. | UNOMINDA (INE405E01023) | Auto Components | 2.58% |
| GE VERNOVA T&D INDIA LIMITED | GVT&D (INE200A01026) | Electrical Equipment | 2.28% |
| Mahindra & Mahindra Ltd. | M&M (INE101A01026) | Automobiles | 2.20% |
| KRISHNA INSTITUTE OF MEDICAL | KIMS (INE967H01025) | Healthcare Services | 2.19% |
| TITAN COMPANY LTD. | TITAN (INE280A01028) | Consumer Durables | 2.18% |
| VISHAL MEGA MART LIMITED | VMM (INE01EA01019) | Retailing | 2.07% |
| 360 ONE WAM LIMITED | 360ONE (INE466L01038) | Capital Markets | 2.06% |
| ICICI Lombard General Insurance Company Ltd | ICICIGI (INE765G01017) | Insurance | 1.97% |
| GODREJ CONSUMER PRODUCTS LTD. | GODREJCP (INE102D01028) | Personal Products | 1.96% |
| Avenue Supermarts Ltd | DMART (INE192R01011) | Retailing | 1.92% |
| ADITYA INFOTECH LIMITED | CPPLUS (INE819V01029) | Industrial Manufacturing | 1.90% |
| PB Fintech Ltd. | POLICYBZR (INE417T01026) | Financial Technology (Fintech) | 1.74% |
| SBI Life Insurance Company Ltd | SBILIFE (INE123W01016) | Insurance | 1.73% |
| Dixon Technologies India Ltd | DIXON (INE935N01020) | Consumer Durables | 1.68% |
| VIJAYA DIAGNOSTIC CENTRE PVT | VIJAYA (INE043W01024) | Healthcare Services | 1.65% |
| MANKIND PHARMA LTD | MANKIND (INE634S01028) | Pharmaceuticals and Biotechnology | 1.42% |
| AIA Engineering Limited | AIAENG (INE212H01026) | Industrial Products | 1.36% |
| Solar Industries India Limited | SOLARINDS (INE343H01029) | Chemicals and Petrochemicals | 1.35% |
| Info Edge India Ltd. | NAUKRI (INE663F01032) | Retailing | 1.35% |
| CAPILLARY TECHNOLOGIES | CAPILLARY (INE0ILV01024) | IT - Software | 1.35% |
| HDFC BANK LTD. | HDFCBANK (INE040A01034) | Banks | 1.26% |
| Schaeffler India Ltd | SCHAEFFLER (INE513A01022) | Auto Components | 1.23% |
| Trent Ltd | TRENT (INE849A01020) | Retailing | 1.12% |
| Medplus Health Services Ltd. | MEDPLUS (INE804L01022) | Retailing | 1.07% |
| ANTHEM BIOSCIENCES LTD | ANTHEM (INE0CZ201020) | Pharmaceuticals and Biotechnology | 1.06% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | SUNPHARMA (INE044A01036) | Pharmaceuticals and Biotechnology | 1.06% |
| TVS Motor Company Ltd. | TVSMOTOR (INE494B01023) | Automobiles | 1.04% |
| MINDA CORPORATION LIMITED | MINDACORP (INE842C01021) | Auto Components | 0.98% |
| PHYSICSWALLAH LIMITED | PWL (INE0LP301011) | Other Consumer Services | 0.96% |
| APTUS VALUE HOUSING FINANCE | APTUS (INE852O01025) | Finance | 0.93% |
| HAPPY FORGINGS LTD | HAPPYFORGE (INE330T01021) | Industrial Products | 0.91% |
| SWIGGY LTD | SWIGGY (INE00H001014) | Retailing | 0.91% |
| JUBILANT INGREVIA LTD. | JUBLINGREA (INE0BY001018) | Chemicals and Petrochemicals | 0.87% |
| MAHINDRA LIFESPACE DEVELOPERS LTD | MAHLIFE (INE813A01018) | Realty | 0.79% |
| Rolex Rings Limited | ROLEXRINGS (INE645S01024) | Auto Components | 0.73% |
| Birla 3M Ltd. | 3MINDIA (INE470A01017) | Diversified | 0.68% |
| CMS INFO SYSTEMS LIMITED | CMSINFO (INE925R01014) | Commercial Services and Supplies | 0.66% |
| Ratnamani Metals & Tubes Ltd. | RATNAMANI (INE703B01027) | Industrial Products | 0.64% |
| Carborundum Universal Ltd. | CARBORUNIV (INE120A01034) | Industrial Products | 0.51% |
| Cyient Ltd. | CYIENT (INE136B01020) | IT - Services | 0.50% |
| BRAINBEES SOLUTIONS LIMITED | FIRSTCRY (INE02RE01045) | Retailing | 0.40% |
| Tracxn Technologies Ltd. | TRACXN (INE0HMF01019) | Commercial Services and Supplies | 0.10% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| Ishares Nasdaq 100 UCITS ETF USD | Overseas Mutual Fund | 17.08% |
| Geninnov Global Master Fund | Overseas Mutual Fund | 1.50% |
Portfolio data is as on date 31 March, 2026
NAV history
Kotak Pioneer Fund- Direct Plan- Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 7 July, 2026 | 38.238 | -0.3% |
| 6 July, 2026 | 38.352 | 0.61% |
| 3 July, 2026 | 38.118 | 0.01% |
| 2 July, 2026 | 38.115 | 0.21% |
| 1 July, 2026 | 38.037 | 0.58% |
| 30 June, 2026 | 37.816 | 1.23% |
| 29 June, 2026 | 37.358 | -0.25% |
| 25 June, 2026 | 37.451 | -0.03% |
| 24 June, 2026 | 37.461 | -0.07% |
| 23 June, 2026 | 37.487 | -1.17% |
| 22 June, 2026 | 37.929 | 0.19% |
| 19 June, 2026 | 37.858 | 0.95% |
| 18 June, 2026 | 37.5 | 0.6% |
| 17 June, 2026 | 37.277 | 0.51% |
| 16 June, 2026 | 37.089 | 0.05% |
| 15 June, 2026 | 37.072 | 1.31% |
| 12 June, 2026 | 36.593 | 1.78% |
| 11 June, 2026 | 35.953 | -0.3% |
| 10 June, 2026 | 36.061 | -0.79% |
| 9 June, 2026 | 36.347 | 0.26% |
| 8 June, 2026 | 36.254 | -1.19% |
| 5 June, 2026 | 36.691 | -0.38% |
| 4 June, 2026 | 36.83 | 0.53% |
| 3 June, 2026 | 36.637 | -0.03% |
| 2 June, 2026 | 36.648 | 0.56% |
| 1 June, 2026 | 36.444 | -0.71% |
| 29 May, 2026 | 36.704 | -0.69% |
| 27 May, 2026 | 36.958 | 0.49% |
| 26 May, 2026 | 36.776 | 0.36% |
| 25 May, 2026 | 36.643 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Kotak Pioneer Fund- Direct Plan- Growth Option?
The latest NAV of Kotak Pioneer Fund- Direct Plan- Growth Option is 38.238 as on 7 July, 2026.What are YTD (year to date) returns of Kotak Pioneer Fund- Direct Plan- Growth Option?
The YTD (year to date) returns of Kotak Pioneer Fund- Direct Plan- Growth Option are 8.14% as on 7 July, 2026.What are 1 year returns of Kotak Pioneer Fund- Direct Plan- Growth Option?
The 1 year returns of Kotak Pioneer Fund- Direct Plan- Growth Option are 11.52% as on 7 July, 2026.What are 3 year CAGR returns of Kotak Pioneer Fund- Direct Plan- Growth Option?
The 3 year annualized returns (CAGR) of Kotak Pioneer Fund- Direct Plan- Growth Option are 21.21% as on 7 July, 2026.What are 5 year CAGR returns of Kotak Pioneer Fund- Direct Plan- Growth Option?
The 5 year annualized returns (CAGR) of Kotak Pioneer Fund- Direct Plan- Growth Option are 16.9% as on 7 July, 2026.