Axis Special Situations Fund vs Kotak Pioneer Fund compare

Axis Special Situations Fund vs Kotak Pioneer Fund compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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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)	₹3148 Cr	₹1179 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	2.75%	2.07%
6 Month	15.67%	12.01%
1 Year	10.64%	5.43%
3 Year	23.4%	17.36%
5 Year	23.61%	-

SIP Return Analysis

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month	2.28%	1.47%
1 Year	16.61%	10.63%
3 Year	20.3%	15.39%
5 Year	18.63%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year	24.09%	11.7%
3 Year	19.97%	13.34%
5 Year	24.46%	-

Risk Management

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation	12.99%	11.46%
Sharp	1.17%	0.84%
Beta	-	0.76%
Alpha	-	2.40%

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	23.78	28.78
Large Cap	32.61	34.13
Mid Cap	25.4	17.2
Small Cap	18.21	19.88

Sector Allocation

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
Others	20.63	4.77
Energy	2.77	1.73
Consumer Cyclical	24.14	21.98
Financial Services	9.64	12.87
Healthcare	14.25	7.95
Basic Materials	3.15	9.25
Technology	2.45	12.59
Consumer Defensive	4.4	1.66
Industrials	13.14	13.33
Communication Services	4.51	9.39
Real Estate	0.93	-
Utilities	-	4.49

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