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Sundaram Services Fund Regular Plan vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3285 Cr | ₹4674 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 31 Oct 2019 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | NIFTY Service Sector TRI |
| Turn Over | 9.69% | 29% |
| Expense Ratio | 1.88 | 1.94 |
| Manager | Arjun Khanna | Rohit Seksaria |
| ISIN Code | INF174KA1EW8 | INF903JA1EX7 |
| 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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.37% | 1.03% |
| 6 Month | 7.64% | 6.53% |
| 1 Year | 8.57% | 12.31% |
| 3 Year | 22.05% | 17.98% |
| 5 Year | 20.7% | 22.46% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.02% | 1.83% |
| 1 Year | 15.72% | 15.76% |
| 3 Year | 20.01% | 18.05% |
| 5 Year | 18.6% | 18.03% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.27% | 17.58% |
| 3 Year | 20.15% | 21.7% |
| 5 Year | 24.02% | 22.18% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.97% | 12.46% |
| Sharp | 1.16% | 0.88% |
| Beta | - | 0.97% |
| Alpha | - | 5.88% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Rohit Seksaria |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 15 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 25.67 | 14.11 |
| Large Cap | 31.61 | 51.8 |
| Mid Cap | 25.54 | 7.19 |
| Small Cap | 17.18 | 26.9 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 20.37 | 5.65 |
| Energy | 2.9 | 4.87 |
| Consumer Cyclical | 22.94 | 12.45 |
| Financial Services | 10.7 | 37.57 |
| Healthcare | 15 | 7.95 |
| Basic Materials | 3.15 | - |
| Technology | 2.24 | 7.44 |
| Consumer Defensive | 3.98 | - |
| Industrials | 12.44 | 6.43 |
| Communication Services | 5.31 | 16 |
| Real Estate | 0.97 | 1.65 |
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