UTI vs Kotak Pioneer Fund 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)	₹2958 Cr	₹3589 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	0.59%	-0.12%
6 Month	11.73%	10.64%
1 Year	7.29%	-6.71%
3 Year	22.4%	21.29%
5 Year	24.87%	26.5%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	11.47%	8.68%
1 Year	18.17%	10.45%
3 Year	24.28%	20.55%
5 Year	21.11%	22.05%

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%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.91%	16.47%
Sharp	1.25%	1.02%
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	20.01	4.07
Large Cap	35.59	72.71
Mid Cap	26.62	9.81
Small Cap	17.78	13.41

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	18.5	4.07
Energy	3.25	-
Consumer Cyclical	23.52	78.75
Financial Services	9.31	-
Healthcare	12.05	-
Basic Materials	4.2	-
Technology	2.45	-
Consumer Defensive	4.66	-
Industrials	15.46	17.18
Communication Services	5.6	-
Real Estate	1.01	-