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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) | ₹2807 Cr | ₹3447 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 | 5% | 3.5% |
| 6 Month | 3.64% | 5.5% |
| 1 Year | 8.1% | -2.4% |
| 3 Year | 24.79% | 24.42% |
| 5 Year | 26.28% | 27.76% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 12% | 11.96% |
| 1 Year | 15.35% | 10.1% |
| 3 Year | 23.92% | 21.59% |
| 5 Year | 21.01% | 22.77% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 27.07% | 13.52% |
| 3 Year | 19.68% | 15.91% |
| 5 Year | 24.13% | 15.62% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.37% | 16.44% |
| Sharp | 0.99% | 0.94% |
| Beta | - | - |
| Alpha | - | - |
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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 | 19.52 | 4.64 |
| Large Cap | 37.14 | 75.46 |
| Small Cap | 15.82 | 11.46 |
| Mid Cap | 27.53 | 8.44 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 19.52 | 4.64 |
| Energy | 3.04 | - |
| Consumer Cyclical | 23.59 | 79.46 |
| Financial Services | 9.33 | - |
| Healthcare | 10.4 | - |
| Technology | 4.28 | - |
| Consumer Defensive | 4.22 | - |
| Industrials | 16.71 | 15.9 |
| Communication Services | 5.19 | - |
| Basic Materials | 2.78 | - |
| Real Estate | 0.94 | - |
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