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) | ₹2958 Cr | ₹1205 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 | 1.22% | -0.21% |
6 Month | 10.2% | 7.73% |
1 Year | 7.05% | 4.65% |
3 Year | 22.5% | 15.56% |
5 Year | 24.83% | - |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.47% | 8.43% |
1 Year | 18.17% | 11.14% |
3 Year | 24.28% | 18.71% |
5 Year | 21.11% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 25.1% | 12.49% |
3 Year | 19.85% | 12.87% |
5 Year | 25.17% | - |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.91% | 13.28% |
Sharp | 1.25% | 0.95% |
Beta | - | 0.84% |
Alpha | - | 0.46% |
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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 | 20.01 | 24.1 |
Large Cap | 35.59 | 39.15 |
Mid Cap | 26.62 | 17.46 |
Small Cap | 17.78 | 19.29 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 18.5 | 2.92 |
Energy | 3.25 | 3.19 |
Consumer Cyclical | 23.52 | 20.43 |
Financial Services | 9.31 | 15.72 |
Healthcare | 12.05 | 8.57 |
Basic Materials | 4.2 | 8.07 |
Technology | 2.45 | 13.96 |
Consumer Defensive | 4.66 | 2.04 |
Industrials | 15.46 | 12.74 |
Communication Services | 5.6 | 7.7 |
Real Estate | 1.01 | - |
Utilities | - | 4.67 |
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