Axis Special Situations Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2666 Cr | ₹1157 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 31 Oct 2019 | 24 Dec 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | NIFTY 50 TRI |
Turn Over | 9.69% | 18% |
Expense Ratio | 1.88 | 2.26 |
Manager | Arjun Khanna | Vinayak Jayanath |
ISIN Code | INF174KA1EW8 | INF846K01Y05 |
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 | Axis Innovation Fund - Regular Plan - 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 | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Month | -5.37% | -5.59% |
6 Month | -13.04% | -13.37% |
1 Year | 7.7% | 7.71% |
3 Year | 16.31% | 10.54% |
5 Year | 23.68% | - |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | -11.34% | -10.54% |
1 Year | -17.1% | -13.38% |
3 Year | 14.62% | 12.33% |
5 Year | 16.91% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 30.75% | 15.38% |
3 Year | 19.85% | 12.82% |
5 Year | 23.88% | - |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.681% | 13.873% |
Sharp | 0.805% | 0.394% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Name | Arjun Khanna | Vinayak Jayanath |
Total AUM | ₹169639 Cr | ₹0 Cr |
Fund Manage | 24 | 18 |
Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 19.51653 | 24.50892 |
Large Cap | 37.13553 | 39.63542 |
Small Cap | 15.8188 | 17.80612 |
Mid Cap | 27.52917 | 18.04953 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 19.51653 | 6.49611 |
Energy | 3.03699 | 1.66679 |
Consumer Cyclical | 23.59464 | 19.50131 |
Financial Services | 9.32706 | 14.58048 |
Healthcare | 10.40244 | 7.41239 |
Technology | 4.28184 | 15.15279 |
Consumer Defensive | 4.2205 | 1.75137 |
Industrials | 16.70654 | 13.62864 |
Communication Services | 5.19411 | 8.09126 |
Basic Materials | 2.77831 | 8.36305 |
Real Estate | 0.94107 | - |
Utilities | - | 3.3558 |
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