Kotak Pioneer Fund vs Sundaram Services Fund Regular Plan compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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Sundaram Services Fund Regular Plan - Growth

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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	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)	₹2958 Cr	₹4429 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

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Month	0.52%	-2.43%
6 Month	11.32%	12.23%
1 Year	6.89%	10.74%
3 Year	22.26%	19.62%
5 Year	24.96%	25.57%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Sundaram Services Fund Regular Plan - Growth
6 Month	11.47%	7.49%
1 Year	18.17%	15.84%
3 Year	24.28%	20.31%
5 Year	21.11%	20.29%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Year	27.07%	19.51%
3 Year	19.68%	21.93%
5 Year	24.13%	21.73%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	13.91%	13.00%
Sharp	1.25%	1.25%
Beta	-	0.91%
Alpha	-	6.26%

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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

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Sundaram Services Fund Regular Plan - Growth
Others	20.01	13.02
Large Cap	35.59	51.38
Mid Cap	26.62	7.48
Small Cap	17.78	28.11

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	Sundaram Services Fund Regular Plan - Growth
Others	18.5	6.48
Energy	3.25	5.19
Consumer Cyclical	23.52	12.41
Financial Services	9.31	37.98
Healthcare	12.05	7.99
Basic Materials	4.2	-
Technology	2.45	6.65
Consumer Defensive	4.66	-
Industrials	15.46	6.04
Communication Services	5.6	15.64
Real Estate	1.01	1.61