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 | 4.26% | 3.21% |
6 Month | -9.92% | -12.08% |
1 Year | 7.84% | 5.95% |
3 Year | 16.03% | 10.12% |
5 Year | 26.99% | - |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.55% | -8.85% |
1 Year | -14.5% | -18.5% |
3 Year | 15.02% | 9.68% |
5 Year | 16.51% | - |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 19.52 | 24.51 |
Large Cap | 37.14 | 39.64 |
Small Cap | 15.82 | 17.81 |
Mid Cap | 27.53 | 18.05 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 19.52 | 6.5 |
Energy | 3.04 | 1.67 |
Consumer Cyclical | 23.59 | 19.5 |
Financial Services | 9.33 | 14.58 |
Healthcare | 10.4 | 7.41 |
Technology | 4.28 | 15.15 |
Consumer Defensive | 4.22 | 1.75 |
Industrials | 16.71 | 13.63 |
Communication Services | 5.19 | 8.09 |
Basic Materials | 2.78 | 8.36 |
Real Estate | 0.94 | - |
Utilities | - | 3.36 |
Top Comparisons
PGIM India Gilt Fund - Growth
3Y Returns7.35%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns8.02%
PGIM India Retirement Fund - Regular (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.13%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns6.16%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns13.21%