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UTI vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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) | ₹3315 Cr | ₹4067 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 | Other Themes |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -2.5% | -1% |
| 6 Month | 4.21% | 14.09% |
| 1 Year | 2.63% | 15.63% |
| 3 Year | 22.04% | 24.43% |
| 5 Year | 18.62% | 22.84% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -0.51% | 4.76% |
| 1 Year | 14.1% | 31.48% |
| 3 Year | 18.13% | 22.16% |
| 5 Year | 17.39% | 22.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 21.67% | 13.03% |
| 3 Year | 20.21% | 17.17% |
| 5 Year | 23.92% | 16.47% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.04% | 15.88% |
| Sharp | 1.12% | 1.04% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 26.39 | 7.81 |
| Large Cap | 31.62 | 72.34 |
| Mid Cap | 25.06 | 8.19 |
| Small Cap | 16.92 | 11.66 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 20.4 | 6 |
| Energy | 3.03 | - |
| Consumer Cyclical | 22.39 | 80.03 |
| Financial Services | 10.56 | - |
| Healthcare | 14.67 | - |
| Basic Materials | 3.07 | - |
| Technology | 3.16 | - |
| Consumer Defensive | 3.93 | - |
| Industrials | 12.72 | 13.97 |
| Communication Services | 5.03 | - |
| Real Estate | 1.04 | - |
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