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Axis Special Situations Fund vs Kotak Pioneer Fund compare

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tortoise-icon Kotak Pioneer Fund- Regular Plan- Growth Option

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tortoise-icon AXIS INNOVATION FUND - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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