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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) | ₹3148 Cr | ₹4426 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 | 2.75% | 3.28% |
| 6 Month | 15.67% | 9.2% |
| 1 Year | 10.64% | 9.96% |
| 3 Year | 23.4% | 18.06% |
| 5 Year | 23.61% | 24.85% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.28% | 0.29% |
| 1 Year | 16.61% | 10.83% |
| 3 Year | 20.3% | 16.01% |
| 5 Year | 18.63% | 16.85% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.09% | 18.31% |
| 3 Year | 19.97% | 21.8% |
| 5 Year | 24.46% | 22.06% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.99% | 12.46% |
| Sharp | 1.17% | 0.88% |
| Beta | - | 0.97% |
| Alpha | - | 5.88% |
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 | 23.78 | 14.21 |
| Large Cap | 32.61 | 51.59 |
| Mid Cap | 25.4 | 7.3 |
| Small Cap | 18.21 | 26.9 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 20.63 | 6.1 |
| Energy | 2.77 | 4.72 |
| Consumer Cyclical | 24.14 | 13.34 |
| Financial Services | 9.64 | 36.62 |
| Healthcare | 14.25 | 8.51 |
| Basic Materials | 3.15 | - |
| Technology | 2.45 | 6.96 |
| Consumer Defensive | 4.4 | - |
| Industrials | 13.14 | 6.49 |
| Communication Services | 4.51 | 15.64 |
| Real Estate | 0.93 | 1.61 |
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