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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 | ₹4333 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 | 3.47% | 2.69% |
| 6 Month | 23.17% | 17.73% |
| 1 Year | 7.11% | 5.87% |
| 3 Year | 21.6% | 17.52% |
| 5 Year | 23.57% | 24.34% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.69% | 3.83% |
| 1 Year | 22.39% | 15.35% |
| 3 Year | 23.49% | 18.58% |
| 5 Year | 20.34% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 25.1% | 18.83% |
| 3 Year | 19.85% | 22.01% |
| 5 Year | 25.17% | 21.89% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.39% | 12.57% |
| Sharp | 1.01% | 0.78% |
| Beta | - | 0.93% |
| Alpha | - | 5.81% |
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 | 21.42 | 13.45 |
| Large Cap | 34.75 | 52.33 |
| Mid Cap | 26.11 | 7.53 |
| Small Cap | 17.72 | 26.68 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 18.07 | 6.01 |
| Energy | 2.94 | 4.88 |
| Consumer Cyclical | 23 | 13.19 |
| Financial Services | 9.05 | 37.6 |
| Healthcare | 14.77 | 8.47 |
| Basic Materials | 3.67 | - |
| Technology | 2.65 | 6.41 |
| Consumer Defensive | 4.67 | - |
| Industrials | 15 | 6.09 |
| Communication Services | 5.17 | 15.8 |
| Real Estate | 1.02 | 1.56 |
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