Kotak Pioneer Fund
Direct · Growth ₹38.93
03 Aug 2026
NAV
22.7%
3Y CAGR
23.1%
5Y CAGR
23.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.46
Sharpe
-35.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.20 L | 27.8% | -25.1% | 120.6% |
| 3 Years | ₹36.00 L | ₹47.71 L | 21.2% | 7.1% | 36.7% |
| 5 Years | ₹60.00 L | ₹99.30 L | 21.0% | 12.7% | 31.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 27.8% | 14.5% | 13.9% | +13.3% |
| 3 Years | 21.2% | 11.2% | 16.8% | +10.0% |
| 5 Years | 21.0% | 10.4% | 16.9% | +10.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 26.9% | 19.2% | -11.1% | 129.5% | 0.82 | 5.39 | 90% | — | — |
| 3 Years | 22.7% | 22.2% | 14.2% | 38.4% | 4.41 | — | 100% | — | — |
| 5 Years | 23.1% | 24.4% | 14.9% | 34.1% | 3.46 | — | 100% | — | — |
-35.7%
Max Drawdown
2 mo
Drawdown Duration
4 mo
Recovery Time
-5.1%
Avg Drawdown
Calmar Ratio by Duration
0.75
1Y
0.64
3Y
0.65
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.21 | 0.81 | 84.5% | 69.2% | 10.2% | -1.6% |
| 3 Years | +12.91 | 0.81 | 88.5% | 71.5% | 20.0% | 7.3% |
| 5 Years | +8.04 | 0.83 | 86.2% | 75.4% | 16.6% | 8.9% |
| 7 Years | +11.42 | 0.78 | 83.8% | 71.0% | 21.1% | 10.6% |
| 10 Years | +7.21 | 0.78 | 83.8% | 71.0% | 14.4% | 7.3% |
| 12 Years | +5.66 | 0.78 | 83.8% | 71.0% | 11.8% | 6.1% |
| 15 Years | +4.16 | 0.78 | 83.8% | 71.0% | 9.4% | 4.8% |