- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
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 UTI compare
Kotak Pioneer Fund- Regular Plan- Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3342 Cr | ₹4084 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 30 Jul 2005 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 9.69% | 14% |
| Expense Ratio | 1.88 | 1.96 |
| Manager | Arjun Khanna | Sachin Trivedi |
| ISIN Code | INF174KA1EW8 | INF789F01299 |
| 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 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -4.67% | -3.82% |
| 6 Month | -2.76% | 5.96% |
| 1 Year | 9.48% | 17.46% |
| 3 Year | 20.91% | 23.4% |
| 5 Year | 17.47% | 20.6% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -5.13% | -4% |
| 1 Year | 0.89% | 10.68% |
| 3 Year | 13.45% | 16.51% |
| 5 Year | 15.25% | 19.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 21.02% | 13.15% |
| 3 Year | 20.31% | 17.37% |
| 5 Year | 23.75% | 16.65% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.71% | 14.14% |
| Sharp | 0.98% | 1.2% |
| Beta | 0.81% | 0.96% |
| Alpha | 2.52% | -2.32% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Arjun Khanna | Sachin Trivedi |
| Total AUM | ₹169639 Cr | ₹7301 Cr |
| Funds Managed | 24 | 3 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 25.59 | 6.61 |
| Large Cap | 32.54 | 73.32 |
| Mid Cap | 25.34 | 8.21 |
| Small Cap | 16.53 | 11.86 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 20.61 | 3.84 |
| Energy | 3.01 | - |
| Consumer Cyclical | 23.99 | 82.23 |
| Financial Services | 10.54 | - |
| Healthcare | 12.96 | - |
| Basic Materials | 2.94 | - |
| Technology | 3.2 | - |
| Consumer Defensive | 3.94 | - |
| Industrials | 12.75 | 13.93 |
| Communication Services | 5.09 | - |
| Real Estate | 0.97 | - |
Top Comparisons
SBI Children's Fund - Investment Plan - Regular Plan - Growth
3Y Returns21.32%
LIC MF Children's Gift Fund-Growth
3Y Returns10.51%
HSBC Small Cap Fund Regular Growth
3Y Returns16.8%
Quant Small Cap Fund Regular Growth
3Y Returns18.32%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.4%
HSBC Money Market Fund - Regular Growth
3Y Returns7.16%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns20.15%
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns19.78%
