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) | ₹3053 Cr | ₹1171 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 | 3.1% | 3.63% |
6 Month | 24.78% | 19.19% |
1 Year | 5.88% | 1.11% |
3 Year | 22.69% | 15.5% |
5 Year | 23.03% | - |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.69% | 6.65% |
1 Year | 22.39% | 14.48% |
3 Year | 23.49% | 17.95% |
5 Year | 20.34% | - |
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 | 13.39% | 12.08% |
Sharp | 1.01% | 0.62% |
Beta | - | 0.78% |
Alpha | - | 1.18% |
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 | 21.42 | 24.73 |
Large Cap | 34.75 | 37.5 |
Mid Cap | 26.11 | 18.42 |
Small Cap | 17.72 | 19.34 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 18.07 | 2.43 |
Energy | 2.94 | 3.01 |
Consumer Cyclical | 23 | 19.52 |
Financial Services | 9.05 | 16.24 |
Healthcare | 14.77 | 9.42 |
Basic Materials | 3.67 | 8.84 |
Technology | 2.65 | 14.03 |
Consumer Defensive | 4.67 | 1.76 |
Industrials | 15 | 12.66 |
Communication Services | 5.17 | 7.5 |
Real Estate | 1.02 | - |
Utilities | - | 4.58 |
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