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)	₹2666 Cr	₹3334 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	6.97%	7.2%
6 Month	1.5%	0.4%
1 Year	9.88%	-0.39%
3 Year	22.32%	24.63%
5 Year	28.44%	31.25%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	5.82%	8.61%
1 Year	5.77%	2.82%
3 Year	22.07%	21.14%
5 Year	20.17%	22.76%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	30.75%	13.92%
3 Year	19.85%	15.53%
5 Year	23.88%	15.12%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.681%	16.395%
Sharp	0.805%	0.801%
Beta	-	-
Alpha	-	-

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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	19.52	4.64
Large Cap	37.14	75.46
Small Cap	15.82	11.46
Mid Cap	27.53	8.44

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	-