Kotak Pioneer Fund vs UTI compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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UTI-Transpotation and Logistics Fund-Growth Option

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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	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

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	-0.89%	1.34%
6 Month	21.09%	26.58%
1 Year	3.62%	5.76%
3 Year	23.59%	25.8%
5 Year	22.47%	27.27%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	4.93%	11.14%
1 Year	21.62%	37.14%
3 Year	22.22%	24.85%
5 Year	19.6%	23.99%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	24.09%	12.93%
3 Year	19.97%	16.46%
5 Year	24.46%	16.16%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.98%	15.96%
Sharp	1.16%	1.05%
Beta	-	-
Alpha	-	-

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

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	22.39	5.29
Large Cap	33.74	74.15
Mid Cap	26.18	7.93
Small Cap	17.7	12.63

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	18.95	5.29
Energy	2.85	-
Consumer Cyclical	24.33	79.64
Financial Services	8.59	-
Healthcare	14.92	-
Basic Materials	3.65	-
Technology	2.57	-
Consumer Defensive	4.83	-
Industrials	13.44	15.07
Communication Services	4.93	-
Real Estate	0.95	-