- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3053 Cr | ₹4333 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 | 3.1% | 2.89% |
| 6 Month | 24.78% | 19.88% |
| 1 Year | 5.88% | 3.88% |
| 3 Year | 22.69% | 18.04% |
| 5 Year | 23.03% | 23.95% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.69% | 3.83% |
| 1 Year | 22.39% | 15.35% |
| 3 Year | 23.49% | 18.58% |
| 5 Year | 20.34% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 25.1% | 18.83% |
| 3 Year | 19.85% | 22.01% |
| 5 Year | 25.17% | 21.89% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.39% | 12.57% |
| Sharp | 1.01% | 0.78% |
| Beta | - | 0.93% |
| Alpha | - | 5.81% |
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 | 21.42 | 13.45 |
| Large Cap | 34.75 | 52.33 |
| Mid Cap | 26.11 | 7.53 |
| Small Cap | 17.72 | 26.68 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 18.07 | 6.01 |
| Energy | 2.94 | 4.88 |
| Consumer Cyclical | 23 | 13.19 |
| Financial Services | 9.05 | 37.6 |
| Healthcare | 14.77 | 8.47 |
| Basic Materials | 3.67 | - |
| Technology | 2.65 | 6.41 |
| Consumer Defensive | 4.67 | - |
| Industrials | 15 | 6.09 |
| Communication Services | 5.17 | 15.8 |
| Real Estate | 1.02 | 1.56 |
Top Comparisons
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.42%
Kotak Money Market Fund - (Growth)
3Y Returns7.46%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns21.7%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns19.82%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns23.13%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns19.28%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns17.69%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns10.98%
