Axis Special Situations Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3315 Cr | ₹1199 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 31 Oct 2019 | 24 Dec 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | NIFTY 50 TRI |
| Turn Over | 9.69% | 18% |
| Expense Ratio | 1.88 | 2.26 |
| Manager | Arjun Khanna | Vinayak Jayanath |
| ISIN Code | INF174KA1EW8 | INF846K01Y05 |
| Exits Load | Kotak Pioneer Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.71% | -3.16% |
| 6 Month | 3.87% | 2.92% |
| 1 Year | 2.67% | -1.37% |
| 3 Year | 22.01% | 16.38% |
| 5 Year | 18.56% | - |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.51% | 0.31% |
| 1 Year | 14.1% | 11.92% |
| 3 Year | 18.13% | 14.51% |
| 5 Year | 17.39% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.67% | 11.7% |
| 3 Year | 20.21% | 13.34% |
| 5 Year | 23.92% | - |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.04% | 11.53% |
| Sharp | 1.12% | 0.86% |
| Beta | - | 0.77% |
| Alpha | - | 3.03% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Vinayak Jayanath |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 18 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.39 | 38.38 |
| Large Cap | 31.62 | 25.91 |
| Mid Cap | 25.06 | 17.59 |
| Small Cap | 16.92 | 18.13 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 20.4 | 5.43 |
| Energy | 3.03 | 0 |
| Consumer Cyclical | 22.39 | 23.31 |
| Financial Services | 10.56 | 11.32 |
| Healthcare | 14.67 | 9.34 |
| Basic Materials | 3.07 | 9.54 |
| Technology | 3.16 | 15.14 |
| Consumer Defensive | 3.93 | 0.18 |
| Industrials | 12.72 | 12.35 |
| Communication Services | 5.03 | 10.63 |
| Real Estate | 1.04 | 1.39 |
| Utilities | - | 1.39 |
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