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Kotak Pioneer Fund vs Sundaram Services Fund Regular Plan compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3315 Cr | ₹4769 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 31 Oct 2019 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | NIFTY Service Sector TRI |
| Turn Over | 9.69% | 29% |
| Expense Ratio | 1.88 | 1.94 |
| Manager | Arjun Khanna | Rohit Seksaria |
| ISIN Code | INF174KA1EW8 | INF903JA1EX7 |
| 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 | Sundaram Services Fund - 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 | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.5% | -1.77% |
| 6 Month | 4.21% | 2.49% |
| 1 Year | 2.63% | 6.3% |
| 3 Year | 22.04% | 17.43% |
| 5 Year | 18.62% | 20.16% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.51% | 2.25% |
| 1 Year | 14.1% | 16.99% |
| 3 Year | 18.13% | 17.38% |
| 5 Year | 17.39% | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.67% | 17.39% |
| 3 Year | 20.21% | 21.59% |
| 5 Year | 23.92% | 22.11% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 12.45% |
| Sharp | 1.12% | 0.83% |
| Beta | - | 0.97% |
| Alpha | - | 5.72% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Rohit Seksaria |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 15 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 26.39 | 12.99 |
| Large Cap | 31.62 | 53.39 |
| Mid Cap | 25.06 | 6.81 |
| Small Cap | 16.92 | 26.81 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 20.4 | 4.5 |
| Energy | 3.03 | 5.04 |
| Consumer Cyclical | 22.39 | 12.81 |
| Financial Services | 10.56 | 38.53 |
| Healthcare | 14.67 | 7.41 |
| Basic Materials | 3.07 | - |
| Technology | 3.16 | 7.9 |
| Consumer Defensive | 3.93 | - |
| Industrials | 12.72 | 6.38 |
| Communication Services | 5.03 | 15.77 |
| Real Estate | 1.04 | 1.67 |
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