Edelweiss Recently Listed IPO Fund vs Kotak Pioneer Fund
Sectoral/ Thematic · Direct Plan – Growth · Compared on official AMFI NAV data · NAVs as of 09-Nov-2026
| Metric | Edelweiss Recently Listed IPO Fund | Kotak Pioneer Fund |
|---|---|---|
| Latest NAV | ₹35.74 | ₹38.61 |
| 1-Year Return | +21.30% | +8.09% |
| 3-Year Return (CAGR) | +17.62% | +20.49% |
| 5-Year Return (CAGR) | N/A | N/A |
| Volatility (1Y, annualised) | 17.9% | 14.3% |
| Max Drawdown | −24.8% | −19.3% |
| Fund House | Edelweiss Mutual Fund | Kotak Mahindra Mutual Fund |
Growth of ₹10,000
If you had invested ₹10,000 in each fund
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Edelweiss Recently Listed IPO Fund vs Kotak Pioneer Fund: which is better?
Edelweiss Recently Listed IPO Fund and Kotak Pioneer Fund are both sectoral/ thematic mutual funds (direct plan, growth option). This comparison uses each fund's official AMFI NAV history — the same daily data the fund houses publish — to compare returns, volatility and drawdowns side by side.
On 3-year returns (annualised), Kotak Pioneer Fund leads with +20.49% against +17.62% — a gap of about 2.86 percentage points per year over that period.
Kotak Pioneer Fund has been the steadier fund over the past year, with annualised volatility of 14.3% versus 17.9%. Looking at worst falls, Edelweiss Recently Listed IPO Fund's deepest drawdown in the stored history is −24.8% against −19.3% for Kotak Pioneer Fund.
Which fund suits you depends on your horizon and appetite for swings: the higher-return fund is only the better pick if you can hold through its rougher months. Use the ₹10,000 growth chart above to see how each fund actually behaved through market cycles, and consider consulting a SEBI-registered adviser before investing. This comparison is informational, not investment advice.
Key takeaways
- Kotak Pioneer Fund has delivered higher 3-year returns (+20.49% vs +17.62%).
- Kotak Pioneer Fund has shown lower volatility over the trailing year.
- Kotak Pioneer Fund has had the shallower maximum drawdown (−19.3%).
Frequently Asked Questions
Which fund has given higher returns — Edelweiss Recently Listed IPO Fund or Kotak Pioneer Fund?
Over the past 3 year period, Kotak Pioneer Fund has delivered higher returns: +20.49% versus +17.62% annualised. Past performance does not guarantee future results.
Which fund is less risky — Edelweiss Recently Listed IPO Fund or Kotak Pioneer Fund?
Based on the trailing year, Kotak Pioneer Fund has shown lower day-to-day volatility (Edelweiss Recently Listed IPO Fund: 17.9%, Kotak Pioneer Fund: 14.3% annualised). Volatility and drawdowns describe past behaviour, not future safety — both funds carry the market risk of their category.
Can I invest in both Edelweiss Recently Listed IPO Fund and Kotak Pioneer Fund?
Yes — many investors split a SIP across two funds. If both funds are from the same category, remember they will hold overlapping stocks, so diversification benefits may be smaller than they appear. Check each scheme's portfolio before doubling up within one category.
More Sectoral/ Thematic comparisons
Returns, volatility and drawdowns are computed from official AMFI NAV history for direct-growth plans and may differ slightly from fund-house factsheets due to date conventions. Mutual fund investments are subject to market risks. This comparison is for informational purposes only — not investment advice.