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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) | ₹3315 Cr | ₹4067 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 | -1.37% | -0.2% |
| 6 Month | 3.7% | 14.91% |
| 1 Year | 2.78% | 15.29% |
| 3 Year | 21.92% | 24.66% |
| 5 Year | 19.27% | 23.09% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -0.51% | 4.76% |
| 1 Year | 14.1% | 31.48% |
| 3 Year | 18.13% | 22.16% |
| 5 Year | 17.39% | 22.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 22.11% | 12.95% |
| 3 Year | 20.17% | 17.06% |
| 5 Year | 23.99% | 16.4% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.04% | 15.88% |
| Sharp | 1.12% | 1.04% |
| 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 | 25.67 | 7.02 |
| Large Cap | 31.61 | 72.35 |
| Mid Cap | 25.54 | 8.33 |
| Small Cap | 17.18 | 12.31 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 20.37 | 7.02 |
| Energy | 2.9 | - |
| Consumer Cyclical | 22.94 | 79.11 |
| Financial Services | 10.7 | - |
| Healthcare | 15 | - |
| Basic Materials | 3.15 | - |
| Technology | 2.24 | - |
| Consumer Defensive | 3.98 | - |
| Industrials | 12.44 | 13.88 |
| Communication Services | 5.31 | - |
| Real Estate | 0.97 | - |
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