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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) | ₹3053 Cr | ₹3741 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 | Thematic Transportation |
| 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 | 3.47% | 10.25% |
| 6 Month | 23.17% | 30.26% |
| 1 Year | 7.11% | 4.35% |
| 3 Year | 21.6% | 22.55% |
| 5 Year | 23.57% | 26.82% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 8.69% | 15.61% |
| 1 Year | 22.39% | 37.02% |
| 3 Year | 23.49% | 25.8% |
| 5 Year | 20.34% | 24.54% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 25.1% | 13.18% |
| 3 Year | 19.85% | 16.2% |
| 5 Year | 25.17% | 15.92% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.39% | 16.10% |
| Sharp | 1.01% | 0.86% |
| Beta | - | - |
| Alpha | - | - |
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 | 21.42 | 4.23 |
| Large Cap | 34.75 | 74.01 |
| Mid Cap | 26.11 | 8.78 |
| Small Cap | 17.72 | 12.99 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 18.07 | 4.23 |
| Energy | 2.94 | - |
| Consumer Cyclical | 23 | 78.96 |
| Financial Services | 9.05 | - |
| Healthcare | 14.77 | - |
| Basic Materials | 3.67 | - |
| Technology | 2.65 | - |
| Consumer Defensive | 4.67 | - |
| Industrials | 15 | 16.81 |
| Communication Services | 5.17 | - |
| Real Estate | 1.02 | - |
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