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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) | ₹3053 Cr | ₹4426 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 | -0.2% | 0.35% |
| 6 Month | 21.94% | 13.66% |
| 1 Year | 4.64% | 4.21% |
| 3 Year | 23.96% | 18.77% |
| 5 Year | 22.78% | 24.04% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.93% | 1.97% |
| 1 Year | 21.62% | 15.34% |
| 3 Year | 22.22% | 17.97% |
| 5 Year | 19.6% | 18.07% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.09% | 18.31% |
| 3 Year | 19.97% | 21.8% |
| 5 Year | 24.46% | 22.06% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.98% | 12.43% |
| Sharp | 1.16% | 0.87% |
| Beta | - | 0.94% |
| Alpha | - | 5.36% |
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 | 22.39 | 13.55 |
| Large Cap | 33.74 | 52.02 |
| Mid Cap | 26.18 | 7.16 |
| Small Cap | 17.7 | 27.27 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 18.95 | 5.24 |
| Energy | 2.85 | 4.8 |
| Consumer Cyclical | 24.33 | 14.46 |
| Financial Services | 8.59 | 35.93 |
| Healthcare | 14.92 | 8.83 |
| Basic Materials | 3.65 | - |
| Technology | 2.57 | 7.04 |
| Consumer Defensive | 4.83 | - |
| Industrials | 13.44 | 6.33 |
| Communication Services | 4.93 | 15.78 |
| Real Estate | 0.95 | 1.59 |
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